Batch Management in SAP

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Batch Management

CONCEPT:

Batch management is the process of grouping and tracking products on the basis of common characteristics
such as production date, supplier or quality parameters. Each batch represents a specific quantity of a product
that has undergone similar production or procurement processes. SAP's batch management functionality
enables companies to efficiently manage and track their products throughout the supply chain, ensuring
compliance, quality control and recall management.

CONFIGURATION:

1. Specify batch level and active status management.

1.1.Batch level

Path:SPRO—Sap Ref IMG--- Logistics – General--- Batch Management---- Specify Batch Level and Activate
Status Management---batch level

- There are 3 options

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Batch Management

Concept :

There are three different levels of batch management in SAP: plant, material, and client level.

1.1.1 PLANT LEVEL

At the plant level, a batch number is uniquely created for a material inside a plant only. Batch numbers can be
generated at another plant for the same company, even though the batches are not the same. However,
plant-level batch numbering becomes unsuitable for the material produced if a plant-to-plant stock transfer
occurs.

Here are a few key features of plant-level batch numbering in SAP:

• Batch numbers can be used for multiple materials


• Batch specifications and analytical results are the same for each batch

1.1.2 MATERIAL LEVEL

With the material-level method, individual batch numbers will be unique at the material level only, meaning
that different materials can have the same batch number in any given plant. The Batch Management flag is set
the same for the materials across all plants that leverage such materials.

And, while batch numbers can be used for multiple materials, batch specifications and analytical results are
the same for the batch through a single master record for each batch class and level.

1.1.3 CLIENT LEVEL

By leveraging the client-level method, the batch number is unique for the client, so the same batch number
will not be generated for different plants, even if they are under the same company code. In this case, the
Batch Management flag remains the same for materials across all plants that use it.

This method is especially useful in scenarios where plant-to-plant stock transfers are used, and each batch
number must be unique to one another.

- Now we see the configuration for batch uniq with material

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1.2.Select Batch Status Management:

Set it as active:

1.3.plants with batch status management(if batch level set for plant)

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2.Batch Number Assignment

Path : Logistics – General Batch Management Batch Number Assignment Activate Internal Batch Number
Assignment

2.1 Activate Internal Batch Number Assignment:

2.2) Internal Batch Number Assignment for Assigned Goods Receipt:


Here we define whether internal batch number assignment is allowed for goods receipts that have an
account assignment

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Batch Management

- Select plant and activate it

2.3) Maintain Internal Batch Number Assignment Range:


Path: Logistics – General Batch Management Batch Number Assignment Maintain Internal Batch Number
Assignment Range.

- Click on edit Interval:

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Batch Management

Maintain Number Range

- Here we can maintain internal/external number range


- OR we can maintain external number range by-- path: Logistics – General Batch Management Batch
Number Assignment Maintain Number Range for External Batch Number Assignment.

3) Creation of New Batches


Path: spro--Logistics – General Batch Management Creation of New Batches
1. Define Batch Creation for Production Order / Process Order
2. Define Batch Creation for Goods Movements
3. Define Initial Creation for Batch Master Maintenance
From MM Point Of view :
4.1.Define Batch Creation for Goods Movement:

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- Maintain Batch creation for Movement Type


- Here we have various options for batch number creation

-
- Select automatic / manual without check for required movement types
- Eg. If we want batch numbers to be assigned automatically by the system and don’t want the option of
manual assignment, for example, for finished products, then choose the C: Automatic/No manual
creation option

4) for classification tab icon to be made available under batch tab of Goods Receipt Screen
- T code: OMJJ
- Select Movement Type

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Enter movement type for which you want to enable classification in material document

Select Classif. batches

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Batch Management

Select Classification only in foregr.for mand.charc. (all batches)

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Batch Management

5) Batch Classification
5.1:Create Characteristics of batches
Transaction code : CT04
Path : Cross Application Components Classification System Master Data Characteristics
e.g., Color, Material and Mfg. Date using

5.1.1.Create Characteristic for material:

In the resulting screen, enter the Characteristic name and click on Create.
Basic data:
- Enter a Description.
- Status field, three options: In Preparation, Locked, and Released. A Released status means that the
characteristic can be used; a status of In Preparation or Locked means that the characteristic can’t be
used.

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- Data Type
Definition

The data type categorizes a characteristic and shows the format for entering characteristic values.

You can use the possible entries to select one of the following predefined data types (the abbreviations used
in Customizing are shown in parentheses):

• Character format (CHAR): for characteristic values that consist of a character string

• Numeric format (NUM): for numeric characteristic values

• Date format (DATE): for characteristic values that represent a date

• Time format (TIME): for characteristic values that represent a time

• Currency format (CURR): for characteristic values that are entered in a currency

• User-defined data types: you can define these in characteristics management by choosing Extras ->
More functions -> User-defined data type.

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- Value assignment section, select either Single-value or Multiple Values. The Single-value radio button
specifies that only one value can be assigned to this characteristic; the Multiple Values radio button is
used when more than one value is possible

5.1.2) Create Characteristic for Manufacturing Date:

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5.1.3) Create Characteristic for COLOUR:

5.1.3) Create Characteristic for Color:

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5.2) Defining Classes and Assigning Characteristics


CONCEPT: A class represents a group of characteristics
Transaction code CL02:
5.2.1) Maintain Characteristics created in char.
- Class :
- Class type “023” (batch class) ---Then, click on New.
- Enter a description and set the Status to Released. Enter the validity dates.
- On the Char. tab, assign the characteristics to the class

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6) Create or edit existing Material using Transaction code MM01 or MM02:

- Go to classification view

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- Maintain Class and select Characteristics:

- GO to Purchasing view and select Batch Management Indicator on:


-

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or

(Note: changes in batch management in SAP S4Hana and ECC


Refer link: https://blogs.sap.com/2020/03/24/batch-management-new-logic-from-s-4-hana-1809.-batch-
management-indicator-plant/

6) Create PO for selected material using Transaction code ME21N:

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Batch Management

- Release PO if applicable:

7. MIGO :Goods Receipt using Transaction Code MIGO:


Update PO and other details Automatically Batch will be created using Maintained Number Range:

Check:
B.system shows message Batch xxxxxxx has the status restricted use
solution : t code : OMAB ----select your material type and untick the initial status

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Now MIGO:

B.under Batch tab of MIGO—classification icon is missing:


Solution: follow step 5 and make OMJJ setting

Again MIGO:

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Enter details of batch:

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- Save and post Material Document:

- Go to Transaction Code MSC3N—update Material and batch number


- Batch Details are displayed:

8) display stock in batch: Go to Transaction Code MMBE to display stock in batch:

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-same I am able to create same batch with another material

8.Business Processes of Batch Management

Creating the Batch Master Manually

A batch master record for a material can be created manually or automatically in the background by the system
when you receive goods for the first time. A manually created batch of material can then be assigned during
stock postings, such as for a goods receipt of a material from procurement or production processes.

T code: MSC1N

Update: material(because batch management active at material level)


--enter

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Basic Data 1

Date of manufacture :The date when a batch was produced can be entered into this field. In some industries,
this field is also used as the date a material was tested or retested. If a material is found to be still within
tolerance after the shelf-life expiration date (SLED) has passed, the material can be retested, and the date of
the retest is entered into this field, in addition to a new Shelf Life Exp. Date. Check with the relevant departments
to determine they need to use this field.
Shelf-life expiration date: The SLED/BBD field is the date on which the shelf life of this batch will expire. The
shelf life of a product can vary between plants. This date can be used in the sales process, since customers
require a specific acceptable number of days of shelf life remaining. Some companies use this field to indicate
the date on which a batch needs to be retested. If your company has implemented quality management (QM)
in SAP S/4HANA, then the system uses this field to see if the material’s batch expiration date is approaching so
that the system can create a quality inspection lot for retesting the material.

Available from :The Available From field indicates when a batch will be available. For example, if a material must
remain in the quality inspection process for a certain number of days after testing, then the quality department
can enter a date to inform other departments about when the batch is expected to be available.

Batch status: The Batch Status indicator allows a batch to be classified as having restricted or unrestricted use.
If the Unrestricted indicator is set, then the batch has no restriction placed on its use. If the Batch restr. indicator
is set, the batch is treated like blocked stock in planning but can be selected by batch determination if the search
includes restricted-use batches. The Batch Status can be set to restricted from unrestricted by changing the
indicator in the batch record. A material document will be posted that shows the movement of stock between
the two statuses.

Next inspection: The Next Inspection date field allows the quality department to enter the date of the next
quality inspection of the batch, if applicable to this material. This field is helpful when a company must retest a
material’s batch after every predefined period. This material retesting process is known as recurring inspection.

Vendor/supplier batch :If a material is purchased, then the batch number assigned by the vendor can be added
to the batch record. This vendor batch number is important for tracking any product recall procedure initiated
by the vendor. The Vendor Batch field allows a 15-character string to be entered.

Classification
We can enter values for characteristics by clicking on the New button. enter values for all of the characteristics
listed on the material class.

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Batch Management

Material Data

Documents
to link documents to a batch, then a configuration step must be completed. Use Transaction ODOC.

Changing a Batch
T code: MSC2N
- The Change Batch screen has an extra tab in the change mode

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Deleting a Batch :
No transaction exists solely for deleting a batch, but you can delete a batch through Transaction MSC2N. the
initial screen of the change batch transaction, which has a Batch Deletion Flag indicator. Select this checkbox if
the batch is to be deleted. However, setting the deletion flag doesn’t immediately delete the batch. The
indicator simply allows the batch to be processed by an archiving program, which will determine whether the
batch can be deleted. If the batch can’t be deleted, the deletion flag will remain until either the archiving
program determines that the batch can be deleted or until the deletion flag is removed.

track batches and for analysis


Transaction MB56 will give you the details of a batch where-used list.

USEFULL LINKS:
1. https://www.yash.com/blog/batch-management-in-sap-s4hana-versus-ecc/
2. https://www.michaelmanagement.com/blog/sap/intro-to-sap-batch-management-configuration
3. https://www.suretysystems.com/insights/sap-batch-management-overview-key-features-and-
capabilities/
4. https://sites.google.com/site/sapswords/home/sap-batch-management/sap-batch-management-
overview
5. https://www.saptutorials.in/batch-management/

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Batch Management

BATCH MANAGEMENT INDICATORS IN MATERIAL MASTER

A. Batch Management Requirement Indicator


B. Batch Management Requirement Indicator for Plant

CONCEPT :

A new feature has been introduced as a new field in material master, batch management required
indicator(Plant).

Business can activate the batch management for materials (batch level = material) but deactivate the batch
management at plant level. This functionality has outstretched the usage of batch management, with material
being managed in batches in 1 plant and simultaneously it can be non batch managed in another plants.

The ownership of using batch management now can be controlled from plants. Prior to S/4 HANA 1809, if a
product is batch managed and level of activation is at material level, then all the plants were affected with
this.

Sometimes business requires to keep batch managed product in Production plant but during Cross plant STOs
to distribution plant, Batch should be switched off or should be switched on Selected plants. This feature
gives a leverage to work with batch management in One plant and non batch management in another plant,
so this switch is controlling at Plant level which earlier was unable prior to S/4 HANA 1809.

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Batch Management

example,

• A product which is batch managed in Production plant EWM3. The inventory will be at Plant+Sloc+Batch
• The distribution plant EWM8 operates with non batch managed enabled inventory( Inventory should
be (Plant+Sloc only), so Stock transferred from production plant EWM3 to the distribution plant EWM8
should be able to keep stock without batch.

CONFIGURATION

A.CREATE MATERIAL IN PLANT EWM3 WITH BOTH CHECK MARK

B.EXTEND TO ANOTHER PLANT WITHOUT TICK ON BATCH MANAGEMENT(PLANT)

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C.MIGO—TRANSFER POSTING

- HERE IN DESTINATION SIDE NO BATCH INPUT IS REQUIRED.

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D.STOCK CHECK IN EWM3

E.STOCK CHECK IN EWM8 THROUGH MMBE


- IN RECEIVING PLANT STOCK IS RECIVED WITHOUT BATCH.

F.IF IN MATERIAL MASTER WE TICK BOTH OPTIONS THEN RECEIVING PLANT REQUIRES THE BATCH.

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