SAP

BATCH 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:- 8

4. Batch Status Management Active for Plant Level 10

5. Activate Batch Number Assignment:- 12

6. Internal Batch Number Assignment for Goods Receipt 14

7. Maintain Internal Batch Number Assignment Range 16

8. Define Batch Creation for Production / Process order 20

9. Define Batch Creation for Goods Movement:- 23

10. Define initial creation of Data for Batch master Transaction 25

11. Batch Valuation Update standard Characteristics:- 27

12. Activate Batch Classification for Goods Movement in IM 29

13. Batch Determination and Batch check Condition Table 31

14. Display the condition table 030 36

15. Condition allowed fields for process order:- 38

16. Define Process Order Access Sequence:- 41

17. Strategy Type Define Process Order Strategy Types 45

18. Batch Search procedure Define process order search procedure 49

19. Assign Batch search procedure to process order 52

20. Define Sort Rule Create Sort Sequence 54

21. Shelf Life Expiration Date Set Expiration Date Check 57

 1. Batch Management

Batch Management is very widely used sub module in SAP.

It is an essential component of most implementations done in

the industry of Food , Pharma and chemical many more.

Batch Management is tightly integrated with various sub

modules in SAP like:

Inventory Management

Production Planning

Sales and Distribution

Warehouse Management

Let grind in further guys and present you the meat of the stuff
in Batch 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 batch number is unique together with

the material.

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

client.

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

Added feature in Batch Management, which enables you to

make a statement about the usability of the batch.
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

make a statement about the usability of the batch.
A batch is either available for use or unavailable and this is
indicated in the R/3 System as:

• Restricted
• Unrestricted

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. 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
Select Radio button

Click

Click
 6. Internal Batch Number Assignment for Goods
Receipt

Background:-

Indicates 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

Click

Click
 7. 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 Rane:-

Click .

Enter From Number and To Number

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

Click
 8. Define Batch Creation for Production / Process
order

Background:-

Indicates 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

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.

Click

Click
 9. 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—Meaning it will enable either automatic creation or
manual creation without checking the existence of the Batch
mentioned.

Click to select more options.

Click

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

Background:-

With this function you can define for each material type
whether a new
batch can be created via the batch master transaction and, if
so, how it
is created.

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
 11. Batch Valuation – Update standard
Characteristics:-

Background:-

There are certain Batch characteristics created by SAP. Those

characteristics will take values from internal table fields.

Characteristics starting with LOMB are defined by SAP, those

can be used directly in the batch class.

Example of those characteristics are:-

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

Using this functionalities all these standard characteristics

can be copied in the new client.

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.

 12. Activate Batch Classification for Goods
Movement in IM

Background:-

In this IMG activity, it is specified for each movement type

whether batch
classification is possible during goods movements and how it
is to be
carried out.

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
 13. Batch Determination and Batch check –
Condition Table

Background:-

Batch determination is to find the batch automatically

For components during Process order / Production order

creation

For sales item during picking

For 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 inorder 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, we shall discuss it later in the user manual.

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

Inventory Management - To search batch during

movements

Sales and Distribution – To search batch during sales

order processing
 Production Order – To search batch for component when
creating Prod. order

Process Order -- To search batch for component when

creating Process order

Warehouse Management – To search batch for specific

warehouse number

Out of above listed, 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
 14. Display the condition table 030

Background:-

Condition table created already can be displayed. 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
 15. Condition allowed fields for process order:-

Background:-

Standard SAP provides the field group for applications of

Inventory Management - To search batch during

movements

Sales and Distribution – To search batch during sales

order processing

Production Order – To search batch for component when

creating Prod. 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
 16. Define Process Order Access Sequence:-

Background:-

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
Locaiton (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

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 -- Example 40 (as already 10 to 30 are

available)

Tab Example Table number 031 or any

suitable table number
Click

Click
 17. Strategy Type – Define Process Order Strategy
Types

Background:-

Strategy type for batch determination in process orders is

defined here.

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 two strategy available, new strategy can be

maintained.

Click
Maintain the following fields

Field Name Field Value

Condition Type – Refers to the Enter any four digit. E.g CO01
name of the condition type
Description of the condition Enter description as “Ordr
type 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.
Sorting Sequence – Defining Select the appropriate sort
the sequence in which the rule. Creation of sort rule is
result of batch search is tobe explained below.
sorted.
No.Of splits – indicates Enter the required number
maximum number of batches according to the business. E.g
that can be mixed to achieve 2. which will not allow more
the desired quantity. 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 background. will be done in background.
If it is in foreground, select User will not be able to change
condition can be changed. the select condition.
- controls how the Select 3.
quantity of batches are to be
proposed. Through internal
function modules it is
governed.

Click

Click
 18. Batch Search procedure – Define process order
search procedure

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

Click
 19. Assign Batch search procedure to process order

Background:-

This IMG activity is to allocate batch search procedures to

those
combinations of
process order

plant

for which batch determination is to be carried out, 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
 20. Define Sort Rule – Create Sort Sequence

Background:-

With the help of sort rules, characteristics on which batches

are to be 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 storate location
• LOBM_BWTAR valuation type (only if batches are
unique at plant
level)

Characteristics LOBM_MENGE and LOBM_LGORT must not

be contained in the
batch class.

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 “Relesaed”

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

Select Ascending or Descending check box to sort it

accordingly.

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

Background:-

In this step, you set the material shelf life expiration date
check for
goods receipts for each plant and 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

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

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