LO955 Batch Management
LO955
LO955 Batch Management ... 0-1 Copyright ... 0-2 Materials Management ... 0-3 Prerequisites... 0-4 Target Group... 0-5 Course Overview ... 1-1 Course Goals... 1-2 Course Objectives... 1-3 Course Content (1) ... 1-4 Course Content (2) ... 1-5 Course Overview: Diagram (1)... 1-6 Course Overview: Overview Diagram (2)... 1-7 Main Business Scenario ... 1-8 Introduction... 2-1 Introduction: Unit Objectives... 2-2 Introduction: Course Overview Diagram (1)... 2-3 Introduction: Overview Diagram (2) ... 2-4 Business Background ... 2-5 Integration of Batch Management... 2-6 Batch Management in Logistics... 2-7 Introduction: Unit Summary ... 2-8 Master Data... 3-1 Master Data: Unit Objectives... 3-2 Master Data: Course Overview Diagram... 3-3 Master Data: Business Scenario... 3-4 Business Definition of ... 3-5 The Term ... 3-6 Master Data Structure... 3-7 Master Data Structure... 3-8 Material Master Record and Batch Master Record ... 3-9 Assignment of Batch Number ... 3-10 Batch Creation ... 3-11 Master Data: Unit Summary ... 3-12 Exercise Data Sheet... 3-13 Master Data Exercises ... 3-16 Master Data Solutions ... 3-18 Batch Levels ... 4-1 Batch Levels: Unit Objectives ... 4-2 Batch Levels: Course Overview Diagram ... 4-3 Batch Levels: Business Scenario ... 4-4 Batch Unique per Material Number and Plant... 4-5
Batch Unique per Client and Material Number ... 4-7 Customizing... 4-8 Procedure Following a Change in the Batch Level ... 4-9 Batch Levels: Summary ... 4-10 Batch Specification... 5-1 Batch Specification: Unit Objectives... 5-2 Batch Specification: Course Overview Diagram... 5-3 Batch Specification: Business Scenario... 5-4 Integration... 5-5 Batch Classification... 5-6 Characteristic Inheritance... 5-7 Batch Classification and Characteristic Inheritance ... 5-8 Maintaining Master Data I ... 5-9 Maintaining Master Data II ... 5-10 Customizing: Tips and Tricks ... 5-11 Batch Specification: Unit Summary ... 5-12 Batch Specification Exercises ... 5-13 Batch Specification Solutions ... 5-17 Batch Status Management ... 6-1 Batch Status Management: Objectives ... 6-2 Batch Status Mgmt: Course Overview Diagram ... 6-3 Batch Status Management: Business Scenario ... 6-4 Business Background ... 6-5 Integration... 6-6 How Batch Status Management Works ... 6-7 Example ... 6-8 Tips & Tricks 1... 6-9 Tips & Tricks 2... 6-10 Batch Status Management: Summary ... 6-11 Batch Status Management Exercises ... 6-12 Batch Status Management Solutions... 6-14 Availability Check for Batches ... 7-1 Availability Check: Unit Objectives ... 7-2 Availability Check: Overview Diagram ... 7-3 Availability Check: Business Scenario ... 7-4 Batch Definition and Availability Check... 7-5 Availability Check and Status Management... 7-6 Availability Check: Summary... 7-7 Batch Determination... 8-1 Batch Determination: Unit Objectives... 8-2 Batch Determination: Course Overview Diagram... 8-3
Batch Determination in the Logistics Process ... 8-5 Principal of Batch Determination... 8-6 Batch Determination for Goods Movements ... 8-7 Batch Determination in Production... 8-8 Batch Determination in Sales... 8-9 Batch Determination in Sales... 8-10 Batch Determination in Warehouse Management ... 8-11 Batch Determination in Warehouse Management ... 8-12 Batch Determination: Application Master Data ... 8-13 How Customizing and the Applications Are Linked... 8-14 Settings in Customizing... 8-15 Condition Technique in Batch Determination ... 8-16 Batch Determination: Unit Summary ... 8-17 Batch Determination Exercises ... 8-18 Batch Determination Solutions ... 8-31 Price Determination... 9-1 Price Determination: Objectives ... 9-2 Price Determination: Course Overview Diagram... 9-3 Price Determination: Business Scenario ... 9-4 Functionality ... 9-5 Condition Technique in Pricing for Batches... 9-6 Display in Billing Document... 9-7 Partial Stocks and Their Combinations... 9-8 Structure of Valuation for a Single Batch... 9-9 Price Determination: Summary... 9-10 Shelf Life Expiration Date ... 10-1 Shelf Life Expiration Date: Unit Objectives... 10-2 Shelf Life Expiration Date: Overview Diagram ... 10-3 Shelf Life Expiration Date: Business Scenario... 10-4 Business Background ... 10-5 Integration... 10-6 Shelf Life Expiration Date Check in Goods Receipt... 10-7 Central Fields in the Purchase Order ... 10-8 Calculation of the Shelf Life Expiration Date ... 10-9 SLED Check in Batch Determination... 10-10 Shelf Life Expiration Date: Summary ... 10-11 Shelf Life Expiration Date Exercises... 10-12 Shelf Life Expiration Date Solutions ... 10-15 Batch Where-used List ... 11-1 Batch Where-used List: Objectives... 11-2 Batch Where-used List: Overview Diagram... 11-3
Business Background ... 11-5 Batch Tracking over Several Manufacturing Levels ... 11-6 Batch Where-used List for Trading Goods... 11-7 Batch Where-used List: Summary ... 11-8 Batch Specification and Quality Management ... 12-1 Batch Specification: Unit Objectives... 12-2 Batch Specification: Overview Diagram ... 12-3 Batch Specification: Business Scenario... 12-4 Quality Management (QM) Inspections in Logistics ... 12-5 Simplified Batch Maintenance with QM ... 12-6 Creating a Material Specification... 12-7 Setting up QM Insp. Data in the Mat. Master Record... 12-8 Transfer of Inspection Results ... 12-9 Example: Quality Inspection upon GR from Production ... 12-10 Batch Specification: Summary... 12-11 Batch Specification and Quality Management Exercises... 12-12 Batch Specification and Quality Management Solutions ... 12-16 Appendix: Batch Creation in Process Manufacturing ... 13-1 Appendix: Batch Creation: Unit Objectives ... 13-2 Appendix: Batch Creation Overview Diagram... 13-3 Appendix: Batch Creation Business Scenario ... 13-4 Process Flow... 13-5 Inspection During Production: Master Data ... 13-6 Inspection During Production: Master Recipe... 13-7 Inspection During Production: Material Master ... 13-8 Inspection During Production: Mat. Specification ... 13-9 Master Recipe and Material Specification... 13-10 Master Recipe and Material Specification... 13-11 Checks in the Production Process ... 13-12 Creation of Partial Lots ... 13-13 Relationship Between Partial Lots and Batches ... 13-14 Batch Number Assignment ... 13-15 Appendix: Batch Creation: Summary ... 13-16 Optimized Batch Processing ... 14-1 Optimized Batch Processing: Unit Objectives... 14-2 Optimized Batch Processing: Overview Diagram ... 14-3 Optimized Batch Processing: Business Scenario ... 14-4 Mass-Processing of Batches... 14-5 Batch Information Cockpit: Introduction... 14-6 Batch Information Cockpit: Screen Layout ... 14-7 Batch Information Cockpit: Navigation Area... 14-8
User Settings... 14-10 Optimized Batch Processing: Summary ... 14-11 Optimized Batch Processing: Exercises... 14-12 Optimized Batch Processing: Solutions... 14-14 Introduction to Batch-specific Units of Measure... 15-1 Batch-Specific Units of Measure: Objectives... 15-2 Batch-specific Material UoMs: Overview Diagram... 15-3 Batch-specific Material UoMs: Business Scenario ... 15-4 Batch-Specific Units of Measure: Differences ... 15-5 Use of Active Ingredients... 15-6 Physical Quantity and Active Ingredient Quantity... 15-7 Calculating the Quantity... 15-8 Prices for Active Ingredients... 15-9 Planned and Actual Active Ingredient Proportions ... 15-10 Use of Product Units ... 15-11 Batch-Specific Calculation of the Product Quantity ... 15-12 Batch-Specific Units of Measure: Summary ... 15-13 Integration of Batch-specific Units of Measure... 16-1 Integration: Unit Objectives ... 16-2 Integration: Overview Diagram ... 16-3 Integration: Business Scenario ... 16-4 Batch Management Requirement as Prerequisite ... 16-5 Batch-specific UoMs as an Attribute of a Batch ... 16-6 Integration of Batch-specific Units of Measure... 16-7 Batch-specific Units of Measure in Logistics... 16-8 Integration: Summary... 16-9 Data Concept in Active Ingredient Management ... 17-1 Data Concept: Unit Objectives... 17-2 Data Concept: Overview Diagram ... 17-3 Data Concept: Business Scenario... 17-4 The Central Unit of Measure for Active Ingredients... 17-5 Relationship Between Units of Measure... 17-6 Maint. of Units of Measurement in Customizing ... 17-7 Percentage and User-defined Calculation ... 17-8 Linking of Master Data I ... 17-9 Linking of Master Data II... 17-10 Active Ingredient Content in the Specification... 17-11 Active Ingredient Characteristic: Special Features... 17-12 Classification Maintenance in the Material Master ... 17-13 Maintaining Units of Measurement in Mat. Master ... 17-14 Activating Active Ingredient Mgmt in Customizing ... 17-15
Data Concept in Active Ingredient Management-1 Exercises ... 17-17 Data Concept in Active Ingredient Management-2 Exercises ... 17-19 Data Concept in Active Ingredient Management-3 Exercises ... 17-20 Data Concept in Active Ingredient Management-1 Solutions... 17-22 Data Concept in Active Ingredient Management-2 Solutions... 17-24 Data Concept in Active Ingredient Management-3 Solutions... 17-25 Active Ingredient Prices ... 18-1 Active Ingredient Prices: Unit Objectives ... 18-2 Active Ingredient Prices: Overview Diagram... 18-3 Active Ingredient Prices: Business Scenario ... 18-4 Standard Price per Active Ingredient ... 18-5 Valuation of Single Batches Based on Act. Ingredients... 18-6 Valuation Based on Several Active Ingredients ... 18-7 Sales Price Based on Active Ingredients ... 18-8 Active Ingredient Prices: Unit Summary ... 18-9 Active Ingredient Prices Exercises ... 18-10 Active Ingredient Prices Solutions... 18-13 Actual and Planned Values of AI Proportions... 19-1 Actual and Planned Values: Unit Objectives... 19-2 Actual and Planned Values: Overview Diagram ... 19-3 Actual and Planned Values: Business Scenario... 19-4 From Planned Value to Actual Value ... 19-5 Planned and Actual Values in the Master Data ... 19-6 Inventory Correction Factor ... 19-7 Actual and Planned Values: Summary... 19-8 Actual and Planned Values of AI Proportions-1 Exercises... 19-9 - ... 19-11 TC ... 19-13 Actual and Planned Values of AI Proportions-1 Solutions ... 19-15 Actual and Planned Values of AI Proportions-2 Solutions ... 19-21 Actual and Planned Values of AI Proportions-3 Solutions ... 19-23 Data Concept in Product Quantity Management ... 20-1 Product Quantity Management: Unit Objectives... 20-2 Product Quantity Management: Overview Diagram ... 20-3 Product Quantity Management: Business Scenario... 20-4 The Central Unit of Measure for Product Quantities ... 20-5 Relationship Between Units of Measure... 20-6 Maint. of Units of Measurement in Customizing ... 20-7 User-defined Calculation... 20-8 Linking of Master Data ... 20-9 Material Master Maintenance... 20-10
Classification Maintenance in the Material Master ... 20-12 Maintaining Units of Measurement in Mat. Master ... 20-13 Activating Product Quantity Management ... 20-14 Product Quantity Management: Summary... 20-15 Data Concept in Product Quantity Management Exercises ... 20-16 Data Concept in Product Quantity Management Solutions... 20-19 Product Units - Stock Transfer... 21-1 Product Units of Measure: Unit Objectives ... 21-2 Product Units of Measure: Overview Diagram ... 21-3 Product Units of Measure: Business Scenario... 21-4 Quantity Conversion with Product Unit ... 21-5 Quantity Conversion in Inventory Management ... 21-6 Stock Transfer – Cases ... 21-7 Stock Transfer with Product Unit ... 21-8 Summary... 21-9 Summary (1) ... 22-1 Summary (2) ... 22-2 Recommended Follow-up Activities ... 22-3 Appendix... 23-1 Frequently-used Menu Paths... 23-2
©SAP AG 1999
LO955 Batch Management
©SAP AG
LO955
LO955
Batch Management
Batch Management
R/3 System Release 4.6C September 2000 50040836©SAP AG 2003
Copyright 2003 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in
any form or for any purpose without the express permission of
SAP AG. The information contained herein may be changed
without prior notice.
All rights reserved.
Copyright
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©SAP AG 1999
Materials Management
Processes in Procurement LO020 5 days Inventory Management LO510 3 days Invoice Verification 3 days LO515 Consumption-Based Planning and Forecasting LO525 2 days Procurement of External Services LO540 2 days Foreign Trade LO640 3 days QM in ProcurementLO715 2 days KANBAN
LO235 2 days Batch Management LO955 3 days Pricing in Purchasing 2 days LO521 Cross-Functional Customizing in MM 5 days LO550
Purchasing Details and Optimization LO520 3 days Cross-Application Business Processes in SD and MM LO925 2 days
Level 2
Level 3
©SAP AG 1999
Prerequisites
Six months' experience in one of the R/3 Logistics
applications - MM, SD, PP, or PP-PI.
©SAP AG 1999
Target Group
Audience:
Members of the project team
Project team
Administrators
Members of user departments that are involved in Batch
Management
Duration:3 days
Notes to the user
The training materials are not teach-yourself programs. They complement the course instructor's
(C) SAP AG LO955 1-1
©SAP AG 1999
Course Goals
Course Objectives
Course Content
Course Overview Diagram
Main Business Scenario
Contents:
Course Overview
(C) SAP AG LO955 1-2
©SAP AG 1999
This course will prepare you to:
Use the Batch Management functionality
Make the necessary Customizing settings for
Batch Management in the applications MM, SD,
PP, or PP-PI
(C) SAP AG LO955 1-3
©SAP AG 1999
At the conclusion of this course, you will understand
the following subjects of Batch Management:
Master Data
Customizing
The following are dealt with in detail:
Batch Determination, Batch Status Management, and
the Batch Where-used List
Basic data and the uses of Active Ingredient and
Product Quantity Management
(C) SAP AG LO955 1-4
©SAP AG 1999
Unit 8
Batch Determination
Unit 9
Price Determination
Unit 10
Shelf Life Expiration Date
Unit 11
Batch Where-used List
Unit 12
Batch Specification and
Quality Management
Unit 1
Course Overview
Unit 2
Introduction
Unit 3
Master Data
Unit 4
Batch Levels
Unit 5
Batch Specification
Unit 6
Batch Status
Management
Unit 7
Availability Check for
Batches
Preface
(C) SAP AG LO955 1-5
©SAP AG 1999
Unit 18 Active Ingredient Prices
Unit 19 Actual and Planned Values
of AI Proportions
Unit 20 Data Concept in Product
Quantity Management
Unit 21 Product Quantity
Units - Stock Transfers
Unit 22 Summary
Unit 13 Appendix: Batch Creation in
Process Manufacturing
Unit 14 Optimized Batch
Processing
Unit 15 Batch-specific Units of
Measure
Unit 16 Integration of Batch-specific
Units of Measure
Unit 17 Data Concept in Active
Ingredient Management
Course Content (2)
(C) SAP AG LO955 1-6
©SAP AG 1999
Availability Check
for Batches
Course Overview: Diagram (1)
Master Data
Batch Levels
Batch Specification
Batch Status Mgmt
Introduction
Batch Determination
Price Determination
Shelf Life Expiration Date
Batch Batch Batch Batch?
Batch XXXX + YYY = ZZZZBatch Where-used List
Batch
(C) SAP AG LO955 1-7
©SAP AG 1999
Course Overview: Overview Diagram (2)
Active Ingredient Prices
Appendix: Batch Creation in
Process Manufacturing
Batch-specific
Units of Measure
Integration of
Batch-specific Units of Measure
Active Ingred. Management
-Design and Data Concept
Batch Specification and
Quality Management
Act. and Planned Values
of AI Proportions
Prod. Quantity - Design
and Data Concept
Product Units of Measure
-Stock Transfers
Summary
BatchOptimized Batch
Processing
Batch Batch(C) SAP AG LO955 1-8
©SAP AG 1999
Your company is implementing SAP and Batch
Management.
You are a member of the project team who has
expertise in sales, purchasing, production, or IT
and are assigned to configure Batch Management
in SAP.
(C) SAP AG LO955 2-1
©SAP AG 1999
Introduction
Business background
Integration of Batch Management within the R/3 System
Batch Management in Logistics
(C) SAP AG LO955 2-2
©SAP AG 1999
Introduction: Unit Objectives
Provide a short overview about the relation of
Batch Management to its application in different
branches of industry
Give information about general integration of this
functionality in the R/3 System
(C) SAP AG LO955 2-3
©SAP AG 1999
Availability Check for
Batches
Introduction: Course Overview Diagram (1)
Master Data
Batch Levels
Batch Specification
Batch Status Mgmt
Introduction
Batch Determination
Price Determination
Shelf Life Expiration Date
Batch Batch Batch Batch?
Batch XXXX + YYY = ZZZZBatch Where-used List
Batch
(C) SAP AG LO955 2-4
©SAP AG 1999
Introduction: Overview Diagram (2)
Active Ingredient Prices
Appendix: Batch Creation in
Process Manufacturing
Batch-specific
Units of Measure
Integration of
Batch-specific Units of Measure
Active Ingred. Management
-Design and Data Concept
Batch Specification and
Quality Management
Act. and Planned Values
of AI Proportions
Prod. Quantity - Design
and Data Concept
Product Units of Measure
-Stock Transfers
Summary
BatchOptimized Batch
Processing
Batch Batch(C) SAP AG LO955 2-5
©SAP AG 1999
Business Background
It is mainly used in the following:
Chemicals
Pharmaceuticals
Cosmetics
Health and hygiene
Foodstuffs
Retail
(C) SAP AG LO955 2-6 ©SAP AG 1999
R/3
R/3
FI
FI
CO
CO
AM
AM
PS
PS
WF
WF
IS
IS
HR
HR
PM
PM
QM
QM
PP
PP
MM
MM
SD
SD
LO
LO
R/3 integration model
Integration of Batch Management
Batch management is a new module in the R/3 System in Release 3.0 and is a cross-application development in Logistics. It is linked to Logistics applications, where it can be used irrespective of the industry sector or branch of industry.
In the R/3 System, it is therefore structured under the identification code "LO", standing for "Logistics General".
(C) SAP AG LO955 2-7 ©SAP AG 1999 SD Production Procurement Warehouse management Classification Classification
Batch
Batch
m
m
anagement
anagement
Warehouse management B A B A A A A Purchase order W/house Process/ production order Sales order W/houseBatch Management in Logistics
Batch Management incorporates the entire logistics process, from procurement to sales. The new functionality works with all existing batch records.
It is closely linked with classification, but can also be used without classification.
(C) SAP AG LO955 2-8
©SAP AG 1999
Introduction: Unit Summary
Provide a short overview about the relation of
Batch Management to its application in different
branches of industry
Give information about general integration of this
functionality in the R/3 System
(C) SAP AG LO955 3-1
©SAP AG 1999
Master Data
Batch Definition in the R/3 System
The Term “Batch” in the SAP R/3 System
Master Data Structure
Material Master Record and Batch Master Record
Assignment of Batch Number
Batch Creation
(C) SAP AG LO955 3-2
©SAP AG 1999
Master Data: Unit Objectives
Define the term “batch”
Understand the requirements of Batch
Management for master data
(C) SAP AG LO955 3-3
©SAP AG 1999
Availability Check
for Batches
Master Data: Course Overview Diagram
Master Data
Batch Levels
Batch Specification
Batch Status Mgmt
Introduction
Batch Determination
Price Determination
Shelf Life Expiration Date
Batch Batch Batch Batch?
Batch XXXX + YYY = ZZZZBatch Where-used List
Batch
(C) SAP AG LO955 3-4
©SAP AG 1999
Your company has be able to differentiate between
certain material stocks for one or more of the
following reasons:
Traceability in the case of complaints/recall
situation
Search via expiration date
ISO certification
(C) SAP AG LO955 3-5
©SAP AG 1999
"A batch is a quantity of any drug produced
during a given cycle of manufacture.
The essence of a manufacturing batch is
therefore its homogeneity."
Food and Drug Administration
in 'Good Manufacturing Practice' (GMP)
(C) SAP AG LO955 3-6 ©SAP AG 1999
Production lot
Charges
Batches
Process order/
production order
The Term “Batch” in the SAP System
A production lot can be manufactured in several production runs. The same technical requirements apply to the entire production lot. The result of each production run is a batch.
Example:
In the chemical industry, you would use the term “production lot” if a material is manufactured in several charges in a reactor according to the same process order. The result of each charge is a batch.
(C) SAP AG LO955 3-7 ©SAP AG 1999 Mat. no. 309-140 Batch 3 Mat. no. 309-140 Batch 1 Mat-no. 307-160 Batch A1 Mat-no. 308-188 Batch A1 Mat-no. 308-188 Batch A2 Mat-no. 308-188 Batch A3
Product: epoxy resin
Materials planning
Quality:
1 / 10 l
can
Mat-no. 307-160 Batch A2 Mat-no. 307-160 Batch A3Quality: 2 / 50 l bar
Quality: 1 / 50 l bar
Mat. no. 309-140 Batch 2Master Data Structure
The definition of the term batch also influences the definition of the term material. The following structure is recommended:
All criteria making a batch reproducible are criteria of the batch material, and not of the batch itself. The batch record should contain only data that is unique to precisely this batch.
This specification identifies the batch as a non-reproducible unit.
The advantage of organizing master data in this way is that it enables you to plan the different models of a product individually. In the SAP R/3 System, materials are planned at material level and not at batch level.
(C) SAP AG LO955 3-8
©SAP AG 1999
Product: epoxy resin
Product: epoxy resin
Material 309-140 Material 307-160 Material 308-188 Batch 2 Batch 3 Batch 1 Production date: 11.08.99 Production date: 11.01.99 Production date: 11.11.99
Master Data Structure
The master data hierarchy shows... ...the product
A generic term that does not exist as a master record in the SAP R/3 System. It is included in the slide for illustrative purposes only.
...the materials
The product, which remains the same, is packed in different containers, has different quality classes, or similar. It is distinguished by means of material numbers.
...the batch
(C) SAP AG LO955 3-9 ©SAP AG 1999 Material Material 308-188
Batch mgmt reqmt
C1
55/3b
Set the batch management
requirement indicator in the
material master record.
AXZ
4362-89
Create the batch master
record manually or when
posting a goods movement.
The batch can have any
alphanumeric number.
This number can be
assigned either externally
or internally.
Material Master Record and Batch Master Record
In the SAP R/3 System, batch master records always depend on material master records. We post batches FOR a material.
You must first create a material master record, stipulating in it that the material is to be handled in batches. This means that you have to enter a batch number every time there is a goods movement. The indicator for batch requirement is contained in the following views of the material master record: Sales and distribution, General plant data, Purchasing, Work scheduling, Storage 1, and Warehouse management. Even if the indicator appears in several views, it is the same indicator. If it is set in one of the views, it is displayed as being set in all the other views.
If a material changes from a material that is not subject to batch requirement to one that is subject to batch requirement, you have to post out all the stocks from the previous fiscal year, the current period, and the previous period. You can then set the indicator for batch requirement and post the stock back into the system in batches.
The same applies when you cancel the batch requirement. In this case you also have to reorganize the batch master records. You can then reset the indicator for batch requirement to blank and post the stock back into the system.
You can create a batch master record directly when maintaining master data. Alternatively, you can specify the batch number upon the first goods movement for a batch. The system then creates the batch master record in the background.
(C) SAP AG LO955 3-10
©SAP AG 1999
Change the number
range.
Customer Function Calls
1
1
1
2
2
2
Edit the assigned batch
number using variables
and templates.
Standard:
Internal
External
Assignment of Batch Number
Customer function calls make it easier to customize the SAP R/3 System. This function module is delivered empty and can be filled by customers with their own programs without having to modify the source code. There are user exits for internal and external batch number assignment.
Once you have run the following function modules for batch number assignment, the system will assign batch numbers automatically without any further action on your part.
EXIT_SAPLV01Z_001. You can use this exit to define your own number range object and/or interval. You can create dependencies for particular variables (for example, for a plant or material). The batch numbers can be numerical only.
EXIT_SAPLV01Z_002. You can use this exit to change the number the system determines, or you can use it to determine a number of your own, containing variables or templates. These numbers can be alphanumeric.
You can use the following function modules to control the manual entry of batch numbers: EXIT_SAPLV01Z_003. You can use this exit to replace the proposed number range object
BATCH_CLT and/or external interval 02 with a number range object and/or external interval of your own.You can create dependencies for particular variables (for example, for a plant or material).
EXIT_SAPLV01Z_004. You can use this exit to define your own checking rules without being restricted to a number range. If , for example, users assign batch numbers according to a particular template, this exit ensures that the structure for batch number assignment is maintained.
(C) SAP AG LO955 3-11
©SAP AG 1999
Production or process order
Production or process order
Create batch master manually
Create batch master manually
Goods movement
Goods movement
Automatic batch numbers? New order Release orderBatch Creation
101
Automatic/ No manual creation521
Automatic or manual with check against external number rangeRaw matls
Manual without checkFinished products
No new creationDefine creation upon goods movements or in batch master
You can define for each movement type whether a new batch is created upon a goods receipt and how it is created. The following variations are possible:
Automatic/manual without check (= delivery status as before) Automatic/manual with check against external number range Automatic/manual with check in customer exit
Automatic/no manual creation Manual without check
Manual with check against external number range Manual with check in customer exit
No new creation
Define creation for production/process order
You can make the following settings:
Automatic creation of batch upon order creation or release Automatic classification upon batch creation
(C) SAP AG LO955 3-12
©SAP AG 1999
Define the term “batch”
Understand the requirements of Batch
Management for master data
You are now able to:
(C) SAP AG LO955 3-13
Exercise Data Sheet
Key to Icons in Exercises and Solutions
Exercises
Solutions
Objectives
Business Scenario
Tips & Tricks
Warning or Caution
Data Used in Exercises
Type of Data
Data in Training System
Y-500 //
Y-500_##
Blue paint
T-HT2## Cetapharm-N
(tablet)
T-HT1## Aspirin
AI-1201-0##
Orange mixture type 334
AI-1202-0## Orange
juice
concentrate
AI-1200-0## Orange
concentrate
type
334
AI-1000-0##
Fruit nectar 0.1 L
concentrate/liter
Materials
H2O Water
Class type
023
Batch
231
Batch class for paint
AICL00010## AI
content
%
Classes
AICL00010##
Liter substance/ liter AI
Characteristics M001
Viscosity
(C) SAP AG LO955 3-14
M010
Purity of color
M011
Covering
(C) SAP AG LO955 3-15
Type of Data
Data in Training System
Characteristics M012
Label
M013
Available
for:
AIC010##
Active
ingredient
AIC020##
Active
ingredient
KW1
KG active ingredient 1
KW2
KG active ingredient 2
Proportion unit
LW1
Liter active ingredient 1
LSL
Liter of active ingredient 1
Ratios
%
ZMM1 Batch
determination
in
Inventory Management:
Mvt type/plant/mat.
ZSD1
Batch determination in Sales
and Distribution:
Customer/material
Strategy type
ZPI1
Batch determination for
production orders
Order type/plant/component
Order type
PI01
Process order,
internal number assignment
Recipe group for matl T-HT2##
T-TAB##
Cetapharm-N (tablet)
Plant 1100
Berlin
Storage location
0001
Delivering warehouse
1000 C.E.B
Berlin
Vendor
100 Wald
&
Maier
Purchasing group
007
Lux, L.
Purchasing org.
1000
IDES Germany
Sales org.
1020
Berlin, Germany
Distribution channel
22
Industrial buyer
Customer
7777
Flatter & Asche AG
(C) SAP AG LO955 3-16
Master Data
Exercises
Unit: Master Data
Topic: Creating a Batch-Managed Material
At the conclusion of this exercise, you will be able to:
• Create a batch-managed material
Some materials in your company are handled in batches. When
the R/3 System is being implemented, you create these materials
in the system, using similar batch-managed materials as a
template.
There is a template for all the master data you create in the
exercises below. You can copy it if you wish. You can use
this, but put your own group number at the end of each
master record you create, and use your own data.
1-1
Create a new material master record
Create a new material master record. Copy all of material master record Y-500.
Use the following values:
Material: Y-500-##
Replace ## with your group number, for example 01.
Industry:
Pharmaceuticals
Material type: Semi-finished product
Org. Levels Copy From:
Plant
1100
1100
Storage
location
0001
0001
Sales organization
1020
1020
Distribution
channel
22
22
(C) SAP AG LO955 3-18
Master Data
Solutions
Unit: Master Data
Topic: Creating a Batch-Managed Material
1-1
Create a new material master record
Logistics
→
Central Functions
→
Batch Management
→
Environment
→
Material Master
→
Material
→
Create – General
→
Immediately
or
Logistics
→
Materials Management
→
Material Master
→
Material
→
Create - General
→
Immediately
Field name or data type
Values
Material Y-500-##
Industry sector
Pharmaceuticals
Material type
Semi-finished product
Template Y-500
Views
Values
Views All
Organizational levels
Values (new material and
template)
Plant 1100
Storage location
0001
Sales organization
1020
Distribution channel
22
Edit all views before you save!
Save your material.
(C) SAP AG LO955 4-1
©SAP AG 1999
Batch Levels
Batch Unique per Material Number and Plant
Batch Unique per Material Number
Batch Unique per Client and Material Number
Customizing
Procedure Following a Change in the Batch Level
(C) SAP AG LO955 4-2
©SAP AG 1999
Batch Levels: Unit Objectives
List the levels at which batch numbers can be
valid.
Explain the implications of setting the area of
validity of batches at each of the three levels
Describe the requirements that must be satisfied
in the event of a change in the batch level
(C) SAP AG LO955 4-3
©SAP AG 1999
Availability Check
for Batches
Batch Levels: Course Overview Diagram
Master Data
Batch Levels
Batch Specification
Batch Status Mgmt
Introduction
Batch Determination
Price Determination
Shelf Life Expiration Date
Batch Batch Batch Batch?
Batch XXXX + YYY = ZZZZBatch Where-used List
Batch
(C) SAP AG LO955 4-4
©SAP AG 1999
Batch Levels: Business Scenario
Is the same material to be subject to a
batch-management requirement in one plant but not in
another?
How are batch numbers currently structured?
Is the SAP project international, so that it is essential
to be able to trace batch numbers exactly?
Your company has to decide which batch level best
suits its requirements considering the following
aspects:
(C) SAP AG LO955 4-5 ©SAP AG 1999
Material no.
Material no.
309
309
-
-
140
140
Material no.
Material no.
308
308
-
-
188
188
Plant 2
Batch A1
Batch A1
Batch A1
Batch A1
Plant 1
Plant 1
Plant 2
EXP.: 11.01.2000
VISCOSITY: 7
EXP.: 19.01.2000
VISCOSITY: 8
EXP.: 17.01.2000
VISCOSITY: 5
EXP.: 18.01.2001
VISCOSITY: 6
Batch Unique per Material Number and Plant
If the batch level is set to Plant/Material in your system, the following applies:
The batch number can be reassigned for a material with a different specification in each plant. However, you can transfer a stock from one plant to another between batches with the same number, even though the batches do not necessarily have the same specification. In such cases, the batch quantity transferred assumes the specification of the destination batch.
If you want the batch specification to be unique across all plants, you can only achieve this through organizational measures. The system does not support this. In this case, you are recommended to switch to a higher batch level.
(C) SAP AG LO955 4-6
©SAP AG 1999
Material no.
Material no.
308
308
-
-
188
188
Material no.
Material no.
309
309
-
-
140
140
EXP.: 17.01.2000
VISCOSITY: 5
Batch A1
Plant 1
Plant 2
Plant 1
Plant 2
EXP.: 11.01.2000
VISCOSITY: 7
Batch A1
Batch Unique per Material Number
If the batch level is set to Material in your system, the following applies: A batch has the same specification for all plants at which a material is stored.
(C) SAP AG LO955 4-7 ©SAP AG 1999
Material no.
Material no.
308
308
-
-
188
188
Batch A1
EXP.: 11.05.2003
VISCOSITY: 7
A1
Batch A2
EXP.: 17.01.2002
VISCOSITY: 5
Batch Unique per Client and Material Number
Material no.
Material no.
309
309
-
-
140
140
If the batch level is set to Client in the system:
The same batch number can only be assigned once within the entire client. It is uniquely assigned to one material number.
(C) SAP AG LO955 4-8 ©SAP AG 1999
Batch level
Batch unique at material levelBatch level
Batch unique at client levelONE-WAY
Batch level
Batch unique at plant levelS T AR T
Customizing
You can select the area of validity of batches in Customizing. You have three batch levels to choose from. In the standard SAP R/3 System, the default setting is the plant level.
You can switch to a higher level at any time. Switching back to a lower (more specific) level is so far allowed only from client level to material level. You cannot go back to material/plant level. This is due to the organization of the batch data which has to be converted whenever you switch batch level. Batch status management is also affected by this change and has to be subsequently maintained.
(C) SAP AG LO955 4-9 ©SAP AG 1999
A1
B3
C4
B2
C3
B1
Reorganization
program
Batch B1 B2 C4 C3 Plant 02 Material Material 308-188 Plant 01 Batch A1 B1 B2 B3 C3 C4 Material Material 308-188Plant level
Material level
Plant level
Material level
Batch A1 B2 B3 C4 Material Material 308-188Procedure Following a Change in the Batch Level
If a batch number has hitherto been unique in a plant but is now only to be unique for a material, this change will have to be accompanied by a change in the batch numbers.
Hitherto, the same batch number could be assigned for a material number in each plant. The batches did not have to be identical since they were entirely independent of each other.
In the example, we assume that they have completely different specifications.
Now you have to check whether identical batch numbers exist for the material in both plants. If this is the case, you will have to prepare a reorganization.
An auxiliary program is automatically offered in Customizing as soon as a change in the batch level has taken place. It determines all batches that occur in several plants.
It also allows you to carry out a test run and provides you with a log. This analysis must precede actual batch reorganization. Only after a successful data update can batch management be used at the new level.
The batch number is unique for each material at the new batch level. A further distinction according to plant is no longer made.
(C) SAP AG LO955 4-10
©SAP AG 1999
Batch Levels: Summary
List the levels at which batch numbers can be
valid.
Explain the implications of setting the area of
validity of batches at each of the three levels
Describe the requirements that must be satisfied
in the event of a change in the batch level
(C) SAP AG LO955 5-1 ©SAP AG 1999
Batch Specification
Integration
Batch Classification
Characteristic Inheritance
Batch Classification and Characteristic Inheritance
Maintenance of Master Data
Customizing: Tips and Tricks
(C) SAP AG LO955 5-2
©SAP AG 1999
Batch Specification: Unit Objectives
Prepare classification data so that Batch
Management can function properly
(C) SAP AG LO955 5-3
©SAP AG 1999
Availability Check
for Batches
Batch Specification: Course Overview Diagram
Master Data
Batch Levels
Batch Specification
Batch Status Mgmt
Introduction
Batch Determination
Price Determination
Shelf Life Expiration Date
Batch Batch Batch Batch?
Batch XXXX + YYY = ZZZZBatch Where-used List
Batch
(C) SAP AG LO955 5-4
©SAP AG 1999
Batch Specification: Business Scenario
Your company chooses to classify its batches for
the following reasons:
Each of the reasons mentioned requires classified
batches.
Batch determination
Certificates of analysis
Reporting
(C) SAP AG LO955 5-5 ©SAP AG 1999
Batch management
Batch management
Classification system
Batch
Batch
Specification
Specification
Class
Class
Characteristics
Characteristics
Integration
You can use the classification system in conjunction with batch management. The classification system and batch management are closely linked.
The specification for a batch master record is based on a batch's classification. The attributes (that is, the specifications) are stored as characteristic values.
For batch management to function correctly, you must prepare the classification data to include the corresponding batch specifications.
You have to classify batches in order to use the batch determination function.
The characteristics for materials managed in batches provide information for any kind of evaluations on particular attributes of batches, whether in connection with quality issues, production issues, or complaints.
(C) SAP AG LO955 5-6 ©SAP AG 1999
Material
Material
Class 1
Class 2
Class 3
Class 3
Class 4
Class type
Class type
"batches”
"batches”
Batch
Batch
Characteristics: A, B, CBatch Classification
All classes used for batch classification are assigned to class type 022/023. They are required for batch determination.
The material and its batches must be classified via the same class. This ensures that the same characteristics are used for the material and the batch. Characteristics can pass on their values by inheritance.
(C) SAP AG LO955 5-7
©SAP AG 1999
Material
Material
Epoxy resin X
Epoxy resin X
Batch
Batch
Epoxy resin X1
Epoxy resin X1
Viscosity Viscosity CHARACTERISTIC CHARACTERISTIC 12000 12000 11000 11000 10000 10000 9000 9000 8000 8000 7000 7000 6000 6000 5000 5000 10000 10000 9000 9000 8000 8000 7000 7000Characteristic Inheritance
If a batch inherits characteristics, the characteristic value of the batch can be no higher than the inherited value range.
In the example shown, batch X1 inherits the requirements for its characteristic value from material X.
The characteristic value of batch X1 cannot have a value interval greater than that of material X. A more limited interval will also be accepted if it is a partial quantity of the interval of
material X.
A discreet value must be within the predefined interval.
(C) SAP AG LO955 5-8 ©SAP AG 1999
Material
Material
Epoxy resin X
Epoxy resin X
Class 3
Epoxy resin
Viscosity 5000-12000 Color 0-5 Epoxy resin 23-25 Volatile proportions 0.00-0.50Class type “batches”
Class type “batches”
Characteristics Viscosity at 25° Color Epoxy resin Volatile fraction
Batch
Batch
Epoxy resin X1
Epoxy resin X1
Viscosity 7250 Color 1-3 Epoxy resin 23-25 Volatile fraction 0.30Batch Classification and Characteristic Inheritance
Since the characteristics are the same for the material and its batches, the characteristic values can be passed on from the material to its batches by inheritance.
Characteristic inheritance acts like a check mechanism. If ranges of values or fixed values are defined for a characteristic of a class, they can be regarded as the sole values allowed for all objects assigned to this class. This requires an indicator to be either set or not set in the characteristic master record. It allows or disallows “additional values” that are not within the limits of the sets of values.
(C) SAP AG LO955 5-9 ©SAP AG 1999 Characteristics Viscosity at 25° Color Epoxy resin Volatile fraction
Class X
Viscosity 5000-12000 Color 0-5 Epoxy resin 23-25 Volatile proportions 0.00-0.50Class X
Create the class. Choose the class type
for batches.
Classification system
Assign the characteristics to the class.
Create the characteristics.
Class type “batch”
Class type “batch”
Maintaining Master Data I
Since the specifications of a material and its batches are stored as classification data, you must prepare the classification system accordingly.
First, you define the attributes that the material and its batches are to have. You create them in the classification system as characteristics.
Now, you create the classes that you want to use for the material and its batches. You can create a selection of different classes for this purpose. You can subsequently assign only one class to the material and to the batch. You are not therefore preparing multiple classification.
The assignment you make must be to class type 022 or 023 since they have been provided in the standard SAP R/3 System specially for batches. The class type applicable depends on the batch level chosen.
If you have specified plant level as the area of validity in Customizing, class type 022 is defined in the standard SAP R/3 System. The class type is otherwise 023. The system specifies the correct class type automatically.
In the final step, the characteristics are assigned to batches. The value intervals can be further restricted in the process.
(C) SAP AG LO955 5-10 ©SAP AG 1999
Material
Material
Epoxy resin Y
Epoxy resin Y
Class X
Class type 'batch'
Class type 'batch'
Classify your material using the batch class.
Materials Management
Batch
Batch
Epoxy resin Y1
Epoxy resin Y1
Post a batch for this material.
Choose allowed characteristic values for your batch.
Maintaining Master Data II
Viscosity 5000-8000 Color 0-5 Epoxy resin 23-25 Volatile proportions 0.00-0.50 Viscosity 7250 Color 1-3 Epoxy resin 23-25 Volatile fraction 0.30
You create both the material master record and the batch master record in Materials Management. To use the entire functionality offered by batch management, you must first classify the material. You assign the batch class in the “Classification” view of the material master record.
You can restrict all sets of values specified for batch characteristics.
If you create a batch for the material, the material's classification data is copied automatically. The sets of values specified for the characteristics are proposed as default values.
The system checks whether the characteristic values entered are within the limits allowed if the characteristics have been defined accordingly. The “Additional values allowed” indicator must not be set in this case.
(C) SAP AG LO955 5-11
©SAP AG 1999
Reference
characteristic
LOBM_LVORM Deletion flag
LOBM_ZUSTD Status
LOBM_VFDAT Expiration date
LOBM_VERAB Availability date
Data field
MCHA
Standard characteristics
Standard characteristics
Customizing: Tips and Tricks
The standard R/3 System already contains certain characteristics. They are shown here as “standard characteristics”. They are characteristics that have a key position for batch selection. You should therefore include them both in the respective batch classes and in the selection classes in batch determination if the respective business application is used. This improves selection run performance.
You should always use the characteristic 'deletion flag'. The standard characteristics listed are reference characteristics.
A reference characteristic is linked to a data field via table MCHA/MCH1. The content of this data field is stored directly in the classification system as a characteristic value. The information is updated redundantly; that is, it is not only referenced.
If the content of the data field changes, the change is also made in the characteristic value. In addition, 'free' standard characteristics are offered in the system.
Though a 'free characteristic' is defined independently of existing data fields, it is also supplied with the standard R/3 System. One example is the characteristic 'remaining shelf life'.
As of 4.0, you can use Customer Function Calls to automatically adopt the master data from a source batch when you create a batch. You can also copy and change the characteristic valuations of free characteristics in this way.
(C) SAP AG LO955 5-12
©SAP AG 1999
Batch Specification: Unit Summary
Prepare classification data so that Batch
Management can function properly
(C) SAP AG LO955 5-13
Batch Specification
Exercises
Unit: Batch Specification
Topic: Specifying Batches
At the conclusion of this exercise, you will be able to:
• Create characteristics and a class for a material that is handled
in batches
• Classify material
• Post a goods receipt for a material that is handled in batches
and simultaneously valuate the batch characteristics
For materials handled in batches, you want to store classes in
which the typical characteristics are defined. To do this, you have
to define and assign classes and characteristics in the
classification system. You also want to assign characteristic
values at goods receipt.
There is a template for all the master data that you will create
in the exercises below. You can copy it if you wish.
However, you must put your own group number at the end of
each master record you create, and use your own data only.
(C) SAP AG LO955 5-14
1-1
Create characteristics and a class for a material that is handled in batches
1-1-1 Create characteristics
Create the following characteristics for your material in the classification
system. The key for the relevant template in the system is listed on the right.
M1-## Viscosity
Template:
M001
M2-## pH
level
Template:
M009
M3-##
Purity of color
Template: M010
M4-## Covering
power
Template:
M011
M5-## Label
Template:
M012
M6-## Available
for
Template:
M013
Replace ## with your group number, for example, 01.
• Assign any value interval to the characteristic M1-## (viscosity).
• Do not allow any interval values for the characteristic M2-## (pH level). Which indicator
controls this?
• For the characteristic M3-## (purity of color), allow values that are not included in its list
of values; that is, values that you have not explicitly allowed. Where can you set this in the
characteristic?
• Assign the value interval of your choice to the characteristic M4-### (covering power)
• Define M5-## (label) as a required entry. Enter the values yes and no as possible
characteristic values for M5-## and select yes as a default value. Where do you set the
default value?
• Specify for the characteristic M6-## (available for) that your batch is available in Europe,
Asia, Australia, and North America. You should be able to choose two or more values at
the same time. Which indicator must be set to do this?
1-1-2 Create a class and assign characteristics
Create a class C##, in which you use your own characteristics.
Replace ## with your group number (for example, 01).
Ensure that you have used the class type that is allowed for batches.
Save the class.
You can use class 231 as a template. Note that the characteristics of the
class are also copied. You have to change them afterwards.
1-2
Classify a batch managed material and store a sales price
1-2-1 Change the material you created Y-500-##.
Copy this transaction (Change material) to your favorites.
Choose both the Classification view and the Sales and Distribution view:
SalesOrgData 1
Organizational levels:
Plant
1100
Sales organization
1020
Distribution channel
22
(C) SAP AG LO955 5-15
If necessary, choose Extras → Change class type to do this.
Delete the assignment of the batch class you copied before.
Now enter batch class C##.
Call up valuation for the characteristics.
Specify the target values as follows:
• For the characteristic M1-## (viscosity), limit the interval.
• For the characteristic M2-## (pH level), enter a discrete value from the interval.
• For the characteristic M3-## (purity of color), extend a value that is not listed as a possible
entry.
• For the characteristic M4-## (covering power), you want to have the complete value
interval available later in the batch classification.
• For the characteristic M5-## (label), allow both possible answers.
• For the characteristic M6-## (available for), choose at least two values.
1-2-2 Maintain the sales price. Go to the SD: Sales Org. Data 1 view. In this view,
choose the Conditions pushbutton. Enter a price of $3.50 per kilo. Go to the
Sales Org. Data 1 view. Use plant 1100 as the delivering plant.
Save your material.
(C) SAP AG LO955 5-16
1-3
Classify batches – goods receipt
Valuate the batch characteristics during the goods receipt.
To do this, choose Logistics → Materials management → Inventory Management.
Now choose Goods movement
→
Goods receipt
→
Others.Copy the transaction (‘other’ goods receipt) to your favorites.
Movement type: 501
Plant: 1100
Storage location: 0001
On the New items screen, enter material Y-500-## and the quantity you want to post to stock.
