Batch Determination in Warehouse Management
Task 2: Batch Determination in Inventory Management
Batch determination for a goods movement: Customizing
1. You want to find batches of a material with a particular pH level and viscosity for a stock transfer or goods issue.
Go to Customizing (Tools→ Customizing → IMG → Execute Project (SPRO).
Pushbutton: SAP Reference IMG
Logistics - General→ Batch Management → Batch Determination and Batch Check
Hint: You can also access Customizing for batch management directly using transaction OCHA.
Caution: Call the functions that are relevant for inventory management:
Function: Condition Tables
The condition tables define the fields outlining a particular operation for which batches are to be found, for example, the trigger for batch determination.
Look at the existing entries. You can make your own entries if you wish.
However, the standard entries are usually sufficient.
Function: Access Sequences
Continued on next page
SCM595 Lesson: Batch Determination in Applications
Access sequences describe the order in which the system reads the condition tables. It is best if the system reads the more specific condition tables and then the general ones.
Look at the existing entries. You can enter your own combinations if you wish.
However, the standard entries are usually sufficient.
Function: Strategy Types
Strategy types are templates. They contain default values that are transferred to the strategy records of the relevant application component. They are always created with reference to a concrete strategy type.
If you create your own strategy type, you can technically use your own selection class and sort rule. However, it is more advisable to assign the selection class and sort rule to the strategy record in the application component.
Caution: Do not change the strategy type ZMM1, which is provided for this exercise.
The strategy type ZMM1 was defined for this exercise. The Class and Sort sequence fields are empty. Fill in these fields later in the strategy record that you are going to create for inventory management. This procedure offers more flexibility. In the example, you can thus use the same strategy type for all materials used in the course, even though they have various characteristics.
Look at the default values for strategy type ZMM1 and note which access sequence they are linked to.
Hint: IMPORTANT: Do not change strategy type ZMM1.
Changing it would change the strategy type for all participants. Note that Customizing tables are locked if you cannot access them with the change function. Do not use the Customizing tables for any longer than necessary. If possible, use the display function.
Function: Batch Search Procedure Definition Combinations of strategy types form search procedures
A batch search procedure combines all strategy types that are to be taken into account for each particular operation type in the application component. It collects them in materials management and then assigns them to a movement type. Check which entry contains strategy type ZMM1 contains.
Function: Batch Search Procedure Allocation and Check Activation This shows which search procedure is used for which purpose.
Look at the search procedure that contains strategy type ZMM1. Is it assigned to a movement type that you want to try to use in batch determination?
Hint: Recommendation: For test purposes, it is best to stick to movement type 201 or 311. If you use these, you do not have to change or extend the material master data and you do not need any additional documents.
2. Carry out batch determination for goods movement Create batch search strategy for inventory management
Create a batch search strategy with reference to strategy type ZMM1. Link the strategy record to your material and the movement type that you want to use.
Create the strategy record for material Y-500-## and movement type 201 or 311.
In the strategy record, use the selection class 023SE_## as a selection criterion and use the sort rule 040SO_## for sorting.
Define your target values for the selection characteristics. The system takes all the remaining data from the strategy type.
Hint: Since you may want to change the batch search strategy again, it makes sense to add the Change Batch Search Strategy transaction to your favorites.
Post goods movement with batch determination
Post a goods movement for the material Y-500-## with the movement type that you maintained for the data.
Hint: For movement type 201:
Use cost center 1000, plant 1100, and storage location 0001
Hint: For movement type 311:
For the transfer posting, use receiving storage location 0002, plant 1100, and storage location 0001
Continued on next page
SCM595 Lesson: Batch Determination in Applications
Enter the material number and quantity. In inventory management, you trigger batch determination by choosing the icon for stock determination.
In the old transactions, such as MB1A or MB1B, enter an asterisk (*) into the Batch field.
The system displays all the batches that match your selection criteria.
Choose Strategy analysis to see how the system found the strategy record. For more information, you can double-click it.
Choose Selection criteria to overwrite the target values of the selection characteristics. Choose Change and enter a small range or single value. The search result changes.
Choose Batch Determination→ Without Selection Spec..
Hint: The system shows all available batches for this material.
Choose Classification to display a comparison of the selection values from the strategy record with the actual characteristic values of the batch.
This allows you to see why a batch was found or ignored.
Task 3: Batch Determination in Sales
Batch determination in sales and distribution: Customizing 1. Case 1:
In a sales order, you want to determine batches for a material that have a certain pH value and viscosity. The batch numbers are transferred to all follow-on documents.
Hint: Batch splitting is not possible.
Case 2:
You want to determine batches for a material that have a certain pH value and viscosity in the delivery for a sales order. The Batch Number field may not be filled in the sales order.
Go to Customizing (Tools→ Customizing → IMG → Execute Project (SPRO).
Pushbutton: SAP Reference IMG
Logistics - General→ Batch Management → Batch Determination and Batch Check
Hint: You can also access Customizing for batch management directly using transaction OCHA.
Caution: Call up each of the functions that relate to sales and distribution:
Function: Condition Tables
The condition tables define the fields outlining a particular operation for which batches are to be found, for example, the trigger for batch determination.
Look at the existing entries. You can make your own entries if you wish.
However, the standard entries are usually sufficient.
Function: Access Sequences
Access sequences describe the order in which the system reads the condition tables. It is best if the system reads the more specific condition tables and then the general ones.
Look at the existing entries. You can enter your own combinations if you wish.
However, the standard entries are usually sufficient.
Function: Strategy Types
Strategy types are templates. They contain default values that are transferred to the strategy records of the relevant application component. They are always created with reference to a concrete strategy type.
If you create your own strategy type, you can technically use your own selection class and sort rule. However, it is more advisable to assign the selection class and sort rule to the strategy record in the application component.
Caution: Do not change the strategy type ZSD1, which is provided for this exercise.
The strategy type ZSD1 was defined for this exercise. The Class and Sort sequence fields are empty. Fill in these fields later in the strategy record that you are going to create for sales and distribution. This procedure offers more flexibility. In the example, you can thus use the same strategy type for all materials used in the course, even though they have various characteristics.
Continued on next page
SCM595 Lesson: Batch Determination in Applications
Look at the defalt values for strategy type ZSD1 and note which access sequence they are linked to.
Hint: IMPORTANT: Do not change strategy type ZSD1.
Changing it would change the strategy type for all participants. Note that Customizing tables are locked if you cannot access them with the change function. Do not use the Customizing tables for any longer than necessary. If possible, use the display function.
Function: Batch Search Procedure Definition
Combinations of strategy types form search procedures.
A batch search procedure combines all strategy types that are to be taken into account for each particular operation type in the application component. In sales and distribution, it gathers them together in order to assign them to a combination of sales organization, distribution channel, division, and sales document type.
The entries are used simultaneously for both sales documents – sales order and delivery. Check which entry contains strategy type ZSD1.
Function: Batch Search Procedure Allocation and Check Activation This shows which search procedure is used for which purpose.
Look at the search procedure that contains strategy type ZSD1. Is it assigned to the sales document type that you want to try to use in batch determination?
Hint: RECOMMENDATION: Entry TA should be used as the standard order for the exercise.
Function: Activate Automatic Batch Determination in SD
Find out what this function is used for and how it has been configured in Customizing.
2. Carry out batch determination in sales and distribution Create a batch search strategy for SD.
Create a batch search strategy with reference to strategy type ZSD1. Link the strategy record to your material, Y-500-##, and to customer 7777.
In the strategy record, use the selection class 023SE_## as a selection criterion and use the sort rule 040SO_## for sorting. Define your target values for the search characteristics. The system takes all the remaining data from the strategy type.
Hint: Since you may want to change the batch search strategy again, it makes sense to add the Change Batch Search Strategy transaction to your favorites.
For case 1 (sales order):
First, enter your material, Y-500- ##, using the change transaction for view Sales:
Sales Org. Data 1. Plant 1100, sales organization 1020, distribution channel 22.
Maintain a price of your choice for the condition type PR00 Create a sales order and carry out batch determination.
Create your own sales order with the order type 'Standard Order'. Use the data below:
After the search has run, you can see the batches found here.
Choose Edit→ Batch Determination.
The system displays the selection screen for batch determination with all required information. The system displays all the batches that match your selection criteria.
Choose Strategy analysis to see how the system found the strategy record used.
Continued on next page
SCM595 Lesson: Batch Determination in Applications
For more information, you can double-click it.
Choose Selection criteria to overwrite the target values of the selection characteristics.
Choose Change and enter a small range or single value.
The search result changes.
Choose Batch Determination→ Without Selection Spec..
Hint: The system shows all available batches for this material.
Choose Classification to display a comparison of the selection values from the strategy record with the actual characteristic values of the batch.
This allows you to see why a batch was found or ignored.
For case 2 (delivery):
Create delivery and carry out batch determination Remove the batch number entered in the item overview.
Choose Sales Document → Deliver.
Enter: Shipping point: 1100
Selection date: Current date + at least 1 week
In the delivery document, choose Goto→ Item → Batch Split.
An automatic batch determination has taken place.
Choose New Batch Determination.
The batch determination selection screen appears. This also contains all the information that is described for batch determination in the sales order.
Task 4: Batch Determination in Production
Batch determination in process manufacturing: Customizing
1. You want to produce a material T-HT2## and need to search for a suitable batch for component Y-500-## to do so.
Go to Customizing (Tools→ Customizing → IMG → Execute Project (SPRO).
Pushbutton: SAP Reference IMG
Logistics - General→ Batch Management → Batch Determination and Batch Check
Hint: You can also access Customizing for batch management directly using transaction OCHA.
Caution: Call the functions that are relevant for process manufacturing:
Function: Condition Tables
The condition tables define the fields outlining a particular transaction for which batches are to be found, for example, the trigger for batch determination.
Look at the existing entries. You can make your own entries if you wish.
However, the standard entries are usually sufficient.
Function: Access Sequences
Access sequences describe the order in which the system reads the condition tables. It is best if the system reads the more specific condition tables and then the general ones.
Look at the existing entries. You can enter your own combinations if you wish.
However, the standard entries are usually sufficient.
Function: Strategy Types
Strategy types are templates. They contain default values that are transferred to the strategy records of the relevant application component. They are always created with reference to a concrete strategy type.
If you create your own strategy type, you can technically use your own selection class and sort rule. However, it is more advisable to assign the selection class and sort rule to the strategy record in the application component.
Caution: Do not change the strategy type ZPI1, which is provided for this exercise.
The strategy type ZPI1 was defined for this exercise. The Class and Sort sequence fields are empty. Fill in these fields later in the strategy record that you are going to create for process manufacturing. This procedure offers more flexibility. In the example, you can thus use the same strategy type for all materials used in the course, even though they have various characteristics.
Continued on next page
SCM595 Lesson: Batch Determination in Applications
Look at the defalt values for strategy type ZPI1 and note which access sequence they are linked to.
Hint: IMPORTANT: Do not change strategy type ZPI1.
Changing it would change the strategy type for all participants. Note that Customizing tables are locked if you cannot access them with the change function. Do not use the Customizing tables for any longer than necessary. If possible, use the display function.
Function: Batch Search Procedure Definition
Combinations of strategy types form search procedures.
A batch search procedure combines all strategy types that are to be taken into account for each particular operation type in the application component. In process manufacturing, it gathers them together to assign them to a combination of plant and order type.
Check which entry contains strategy type ZPI1.
Function: Batch Search Procedure Allocation and Check Activation This shows which search procedure is used for which purpose.
Look at the search procedure that contains strategy type ZPI1. To which order type and plant is it assigned?
2. Carrying out batch determination in the production process Change BOM
You have to prepare the data for batch determination with your batch material.
To do so, change the BOM of material T-HT2##.
Use the following data:
Material: T-HT2##
Plant: 1100
Use: 1
Choose Edit→ New Entries and add material Y-500-## to the list of components.
Enter 1 kg as the quantity and Stock items as the item category. In the basic data for the item, indicate that the item is a fixed quantity.
Create batch search strategy for production process Choose:
Logistics→ Central Functions → Batch Management → Batch Determination
→ Batch Search Strategy → For Process Order → Create (COB1) Create a strategy record with the following data:
Strategy type ZPI1
Order Type PI01
Plant 1100
Material: Y-500-##
Class 023SE_##
Define your target values for the selection characteristics.
Sort Rule 040SO_##
Create process order and carry out batch determination for components Create a process order for the material T-HT2##.
Use the data for which you just created a strategy record. Enter a total quantity of 100,000 pieces and the current date as the start date. The system adopts the master recipe with the changed BOM.
Call up the material overview.
Select your components that are subject to batch management and choose:
Material→ Batch Determination → Trigger batch determination
The system displays the selection screen for batch determination with all required information. The system displays all the batches that match your selection criteria.
Choose Strategy analysis to see how the system found the strategy record.
For more information, you can double-click it.
Choose Selection criteria to overwrite the target values of the selection characteristics.
Choose Change and enter a small range or single value.
The search result changes.
Continued on next page
SCM595 Lesson: Batch Determination in Applications
Choose Batch Determination→ Without Selections Spec..
Hint: The system shows all available batches for this material.
Choose Classification to display a comparison of the selection values from the strategy record with the actual characteristic values of the batch.
This allows you to see why a batch was found or ignored.
Solution 9: Batch Determination in Various Application Components
Task 1: General Batch Determination Settings
The selection class and sort rules are used for all batch determination processes.
1. Define selection classes
Call the Create Class transaction.
The selection class contains the characteristics for which you want to find batches in the system.
Create a new selection class called 023SE_33 with the description Selection Class for Group ##.
a) Logistics→ Central Functions → Batch Management → Batch
Determination→ Selection and Sort → Selection Class → Create (BMC1) or
Tools→ Customizing → IMG → Execute Project (SPRO) Pushbutton: SAP Reference IMG
Logistics - General→ Batch Management → Batch Determination and Batch Check→ Define Selection Classes → Create Selection Classes (CL01)
2. Define and edit sort rules
Call the Create Sort Sequence transaction.
In the sort rule, you define the characteristics according to which the result of batch determination is to be sorted – in ascending or descending order.
Continued on next page
SCM595 Lesson: Batch Determination in Applications
Create a new sort rule called 040SO_## with the description Sort Rule for Group ##to sort found batches by characteristic M1## (viscosity).
a) Logistics→ Central Functions → Batch Management → Batch Determination→ Selection and Sort → Sort Rule → Create (CU72) or
Tools→ Customizing → IMG → Execute Project (SPRO) Pushbutton: SAP Reference IMG
Logistics - General→ Batch Management → Batch Determination and Batch Check→ Define Sort Rules → Create sort sequence (CU70)
Task 2: Batch Determination in Inventory Management
Batch determination for a goods movement: Customizing
1. You want to find batches of a material with a particular pH level and viscosity for a stock transfer or goods issue.
Go to Customizing (Tools→ Customizing → IMG → Execute Project (SPRO).
Pushbutton: SAP Reference IMG
Logistics - General→ Batch Management → Batch Determination and Batch Check
Hint: You can also access Customizing for batch management directly using transaction OCHA.
Caution: Call the functions that are relevant for inventory management:
Function: Condition Tables
The condition tables define the fields outlining a particular operation for which batches are to be found, for example, the trigger for batch determination.
Look at the existing entries. You can make your own entries if you wish.
However, the standard entries are usually sufficient.
Function: Access Sequences
Access sequences describe the order in which the system reads the condition tables. It is best if the system reads the more specific condition tables and then