Batch Management Scenario

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March 2012

English

Batch Management (117)

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

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Copyright

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.

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All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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Icons Icon Meaning Caution Example Note Recommendation Syntax External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names,

program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT _{Keys on the keyboard, for example, function keys (such as F2) or the} ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Batch Management

1 Purpose

Document

The purpose of this document is to explain the business process of Batch Management in detail. The target group for this document is a company’s logistics personnel.

Scenario

If materials were handled in batches, it might be necessary to change the batch master data, or to find out where a batch was used (for example, to perform a batch recall or report to

government).

2 Prerequisites

2.1 Master Data and Organizational Data

SAP Best Practices Standard Values

Essential master and organizational data were created in your ERP system during the

implementation phase, such as the data that reflect the organizational structure of your company and master data that suit their operational focus, for example, master data for materials,

vendors, and customers.

This master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scenario.

Additional Master Data (Default Values)

You can test the scenario with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

Master / Org. data

Value Master / Org. data details Comments

Material H22 Trading Good for Reg. Trading (reorder point planning), batch

controlled (FIFO strategy)

Only use if you have activated the building blocks Batch Management

(117) or Serial Number Management (126).

See sections Business Conditions and Preliminary Steps.

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Master / Org. data

Value Master / Org. data details Comments

Trading (reorder point planning), batch

controlled (Exp. Date)

building blocks Batch Management

(117) or Serial Number Management (126).

Material F29 Finished Good MTS for Process Industry (PD planning)

(117) and Make to Stock Production

– Process Industry (146)

Material F126 Finished Good MTS for Discrete Industry (PD planning)

(117) and Make to Stock Production

– Discrete Industry (145) with batch management

Material R09, R19, R30, R122

Raw materials for Procurement to Stock

(117) and Procurement to Stock

(130)

2.2 Business Conditions

The business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. Consequently, you must have completed the following processes and fulfilled the following business conditions before you are able to start going through this scenario:

Business condition Scenario

To run through this scenario, the materials must be available in stock, and the batch master record must have been created.

See Preliminary Steps to create initial stock.

If you use finished goods (FERT), you can either:

 run through the Make-to-Stock Production - Discrete Industry (145) process (for material F126) / the Make-to-Stock Production - Process Industry (146) process (for material F29) or

 create stock using transaction MIGO (for details see chapter Preliminary Steps).

Make-to-Stock Production - Discrete Industry (145) (material F126) Make-to-Stock Production - Process Industry (146) (material F29)

If you use trading materials or raw materials, you can either:

 Run through the Procurement without QM

(130) process, or

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Business condition Scenario

 Create stock using transaction MIGO (for details see chapter Preliminary Steps).

2.3 Roles

Use

The following roles must have been installed in order to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user, or users, testing this scenario. You do not need these roles if you are not using the NWBC interface. Instead, use the standard SAP GUI.

Prerequisites

The business roles have been assigned to the user who is testing this scenario.

Business role Technical name Process step

Employee (Professional User)

SAP_NBPR_EMPLOYEE_S Assignment of this role is necessary for basic functionality.

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK_S Posting the Goods Issue Posting the Goods Receipt Warehouse

Manager SAP_NBPR_WAREHOUSEMANAGER_M Change Batch Master Record_{Use Batch Management Cockpit}

2.4 Preliminary Steps

In order to run through this scenario, the materials must be available in stock. Use transaction MIGO to create the required data.

Use

The purpose of this activity is to post initial stock for materials in case there is not sufficient material in stock.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics  Materials Management  Inventory

Management  Goods Movement  Goods Movement (MIGO)

Transaction code MIGO

2. On the initial screen, ensure that in the top left hand corner of the screen, the first field shows Goods Receipt and the second field shows Other. In the field in the top right hand corner, enter movement type 561 and choose Enter.

3. On the Goods Receipt Other - <user> screen, make the following entries and choose Enter.

Field name Description User action and values Comment

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Field name Description User action and values Comment page

Material H21 Enter a material

number for a batch- controlled material; any material number can be used.

Quantity tab

page

Amount <Enter amount>

Where tab

page

Plant 1000

Storage

Location 1050

4. On the Batch tab page, enter external batch number or leave empty for internal number assignment.

5. If required, enter the date of manufacture, then choose Enter:

Production date entry is only required for materials that are controlled according to expiration date strategy.

6. If the material is serialized: On the Serial Numbers tab page, enter the serial number. If the serial number is unknown, search for it by using the Find icon, or create a new one if none exists.

7. Under Header Data area, select Excise Invoice tab and select 06 No Excise Entry. 8. Choose Item OK and then Post.

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu Warehouse Management  Consumption and Transfer Other Goods Movement

1. On the Initial screen, make the following entries and choose Enter.

No Field name (first field in the main screen area)

Goods Receipt

No Field name (second field in the main screen area)

Other

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2. On the Goods Receipt Other screen, make the following entries and choose Enter.

Material In Material tab page <Enter a batch

controlled material> Choose H21for FIFO or H22for Expiration Date.

Quantity In Quantity tab page <Enter a quantity>

Plant In Where tab page 1000

Storage

Location In Where tab page

1050

3. Confirm the Automatic batch number allocation dialog box with by choosing YES if necessary.

4. If required, enter the date of production, then choose Post.

Production date entry is only required for materials that are controlled according to expiration date strategy.

5. To reverse the posting, repeat the steps using the reversal movement type 562.

6. If the material is serialized: On the Serial Numbers tab page, enter serial number. If the serial number is unknown, search for it by using the Find icon, or create a new one if none exists. 7. Under Header Data area, select Excise Invoice tab and select 06 No Excise Entry.

8. Choose Back and Post.

To reverse the posting, repeat the steps with reversal movement type 562. Alternatively, cancel the material document using the transaction MBST.

Result

You have posted a material to stock and created a batch record.

3 Process Overview Table

Process Step External Process Referenc e

Business

Condition Business Role Transaction Code Expected Results Maintain Batch Master Record Warehouse Manager MSC2N Batch Information Cockpit Information needed where batch was sold and bought Warehouse Manager BMBC Where-used-lists, batch master data

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4 Process Steps

4.1 Maintaining Batch Master Record

Use

Manual adjustment is needed for batch master data.

Procedure

SAP ECC menu Logistics  Central Functions  Batch Management  Batch 

Change

Transaction code MSC2N

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Warehouse Manager

(SAP_NBPR_WAREHOUSEMANAGER_M)

Business role menu Warehouse Management  Batch  Change Batch

2. On the Change Batch screen, make the following entries and choose Enter:

Material Material number Enter material number, for example, H21

Batch Batch number Enter batch number Or search for the batch number using the input help. 3. Choose the Basic data 1 tab page to change, for example, the batch status, Date of

Manufacture, shelf life or expiration date.

4. Choose Basic data 2 tab page to change the batch description.

5. Choose the Classification tab page to set the classification status or to maintain class characteristics.

6. Choose the Material data tab page to display shelf life data and materials classification. 7. Choose the Changes tab page to get an overview of the batch master changes. Choose

Display Changed Values to display changes in the bottom view.

8. Choose Save.

Choose Back to return to the SAP Easy Access screen (SAP GUI) Or

Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP

Home (SAP NetWeaver Business Client).

Result

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4.2 Batch Information Cockpit

Use

When materials are handled in batches, there is sometimes a need to know where the batches were used. Use the bottom-up batch search directed at customers or top-down batch search directed at vendors.

Procedure

SAP ECC menu Logistics  Central Functions  Batch Management  Batch Information Cockpit

Transaction code BMBC

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role Business role Warehouse Manager

Business role menu Warehouse Management  Batch  Batch Information Cockpit

2. On the Batch Information Cockpit screen, enter the material, for example, H21 and choose

Execute.

3. On the left hand side of the screen, in the Selection Result for Batches list, open the context menu Expand subtree than select the the relevant batch with the right mouse button. Choose the menu Display batch. On the right hand side of the screen, the batch master data will now be displayed.

4. On the left hand side of the screen, in the Selection Result for Batches list, open the context menu by choosing the relevant batch with the right mouse button. Choose the menu Usage

(top-down). On the right hand side of the screen, a batch list will be displayed. The term

‘top-down’ means that the chosen batch was the last batch, and that all other displayed batches were predecessors.

5. On the left hand side of the screen, in the Selection Result for Batches list, open the context menu by choosing the relevant batch with the right mouse button, and then choose Usage

(bottom-up). The result is that on the right side of the screen, a batch list is displayed. The

term ‘bottom-up’ means that the chosen batch was the original batch, and that all other displayed batches are successors.

6. On the right hand side of the screen, select a batch number from the batch list. From this batch, the following options are available by choosing the corresponding button:

Button Action

Top-Down Starts a new top-down batch list from the selected batch Bottom-Up Starts a new bottom-up batch list from the selected batch Documents Shows materials documents linked to the selected batch

Inspection Lots Show all inspection lots with usage decisions linked to the selected batch. Back Moves one level back, for example, from the second list back to the first list. 7. Choose Back to return to the SAP Easy Access screen (SAP GUI)

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Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP

Home (SAP NetWeaver Business Client).

Result

Different batch information is shown, such as batch master data, where-used-lists, material documents, and inspection lots.

5 Appendix

5.1 Reversal of Process Steps

In the following section, you will find the most common reversal steps, which enable you to reverse some of the activities described previously in this document.

Maintain Batch Master Record

Transaction code (SAP GUI) MSC2N

Reversal: Change Batch Master Record

Transaction code (SAP GUI) MSC2N

Business role Engineering Specialist (SAP_NBPR_ENGINEER_S)

Business role menu Engineering  Batch Management  Change Batch

Business role Warehouse Manager

Business role menu Warehouse Management  Batch  Change Batch

Comment Correct previous entries.

5.2 SAP ERP Reports

Use

The table below lists the most frequently used reports that help you to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:

 Financial Accounting: SAP ERP Reports for Accounting (221)

 Logistics Processes: SAP ERP Reports for Logistics (222)

Note that the descriptions of some reports, that are an indispensable part of the process flow, may be located directly in the section where they belong.

Reports

Report title Transaction code Comment

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Integrity check for Batch Classification BMCC Shows whether batch classification is maintained consistently for the selected materials

Expiration Date List MB5M Shows batches whose

expiration date has been passed / the remaining shelf life is shorter than the selected period

5.3 Frequently Asked Questions

Questions Answers

Can I delete batch records? Yes, if you have run the archiving process. Is it possible to change batch

management for a material? Yes, if you have not yet posted any inventory for thismaterial. Is it possible to change the batch class

of a material, which has existing batches?

Yes. Refer to the SAP online documentation for how to execute the process.

Batch Management Scenario

March 2012

English

Batch Management (117)

Copyright

Typographic Conventions

Contents

Batch Management

1 Purpose

Document

Scenario

2 Prerequisites

2.1 Master Data and Organizational Data

2.2 Business Conditions

2.3 Roles

Use

Prerequisites

2.4 Preliminary Steps

Use

Procedure

Result

3 Process Overview Table

4 Process Steps

4.1 Maintaining Batch Master Record

Use

Procedure

Result

4.2 Batch Information Cockpit

Use

Procedure

Result

5 Appendix

5.1 Reversal of Process Steps

5.2 SAP ERP Reports

Use

Reports

5.3 Frequently Asked Questions