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SAP SD

Batch Management
1.0 Batch
1.1 Definition
Batch is a quantity or partial quantity of a certain material or product that has been produced according to the same recipe. It represents a homogenous unit with unique specifications. Note : Batches are always assigned to a material Batches can only be used for materials that are to be handled in batches

1.2 Purpose
In various industries particularly the process industry you have to work with homogenous partial quantities of a material or product throughout the logistics quantity and value chain There are various reasons for this: egal requirements !for e"ample# the guidelines set out by $%& !$ood %anufacturing &ractice' or regulations on ha(ardous material )efect tracing# callback activities# and regression requirement The need for differentiated quantity*and value*based Inventory %anagement !for e"ample# due to heterogeneous yield+result qualities or varying constituents in &roduction. )ifferences in usage and the monitoring thereof in materials planning in ,) and &roduction. &roduction or procedural requirements !for e"ample# settlement of material quantities on the basis of different batch specifications'.

2.0 Batch Level and Number Assignment


2.1 Batch Level
In the ,-& ,ystem# the batch number uniquely identifies the batch. .ou use the batch level to specify whether the batch number for a material is unique in one plant# or in all plants. &lant level The batch number is unique in connection with the plant and material. The batch number is only known in the plant in which it was created if the stock is transferred to another plant# the batch is unknown in the recipient plant and the system does not adopt any data. .ou have to recreate and specify the batch in the receiving plant/ that is# the same batch number may have different specifications in several plants. %aterial The batch number is unique in all plants in connection with the material. level:

Batch %anagement [This is Complemented by Presentations]

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SAP SD

The same batch number has the same meaning for the material in all plants. 0ne batch number cannot have different specifications in different plants. )uring stock transfer to another plant# the specification of the batch is known in the destination plant even if the batch is placed into storage in that plant for the first time. 1lient level: The batch number is unique in the whole client. - batch number can only be assigned once in the client. .ou cannot assign the same batch number for different materials

2.2 Batch Number Assignment


The batch number may be assigned at different times# for e"ample: )uring manual creation of a batch 2hen carrying out goods movements# for e"ample# goods receipt or transfer posting )uring creation of a process or production order 2hen a usage decision is made in quality management )uring quality analysis !due to aging# for e"ample' 2hen creating a purchase order

.0 Batches in !ales Processing


.1 !ales Documents for Batches
3or materials managed in batches individual batch numbers can be entered for the following documents: &re*sales documents !such as inquiries or quotations' ,ales orders )elivery

.2 Batch "hec#s
If you enter a batch number directly into the sales document# system may carry out the following checks : a. b. -vailability of Batch 4"piry )ate for Batch etc.

$.0 "op%ing Batch Numbers


$.1 "op%ing Batch Numbers in !ales Documents
2hen a pre*sales document is copied to a sales order# any e"isting batch numbers are also automatically copied but cannot be changed in the sales order. 3or a sales order with materials to be managed in batches that does not have a preceding document# batch numbers can be changed until subsequent documents# such as the delivery# have also been created.

$.2 "op%ing Batch Numbers from !ales &rder to Deliveries

Batch %anagement [This is Complemented by Presentations]

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SAP SD

2hen copying a sales order with batch numbers to a delivery# all batch data is automatically copied. The batch numbers which are copied to the delivery cannot be changed. when creating a delivery# if the system discovers that the copied batch is not valid# a warning is issued by the system. In this case# the batch specification must be changed in the sales document source

$. Automatic Batch Determination in Deliver% Documents


If no batch number is proposed in the sales order for an item with material to be handled in batches# automatic batch determination can be carried out in the delivery.

'.0 !plitting Batches in a Deliver%


Batch split describes the situation when you want to specify quantities from more than one batch for a particular delivery item. To carry out batch split in a delivery# proceed as follows: In the delivery# mark the item for which you want to split batches and choose Goto ( Item ()Batch split.

*.0 Master Data for Materials handled in Batches


*.1 Batch Management +ndicator
If a material is managed in batches# you indicate this fact in the material master record in either the Purchasin or Plant data!stora e " views.

*.2 Availabilit% "hec#


In the $eneral ,ales view# or in the %5& view# choose availability check group C#. The replenishment lead time should not be considered in the dynamic availability check for batches# since batches are not reproducible.

*. "lassification
- 1lass must be assigned with 1lass type 677 or 678.

,.0 Batch !pecifications


,.1 Definition Batch specifications describe the technical# physical and+or chemical properties of a batch. .ou store batch specifications# such as batch status or active ingredient potency# as characteristics in the 1lassification ,ystem. 4"ample : Batches of car paint are specified by color value# viscosity and e"piration date. The characteristics color value# viscosity and e"piration date for these properties are stored in the classification system and the respective values are assigned to each individual batch.

,.2 !pecifications in the "lassification !%stem -"haracteristics.

Batch %anagement [This is Complemented by Presentations]

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SAP SD

.ou define properties of the material and its batches and store them as characteristics in the classification system.

,. "lasses
.ou create classes for the material and the batches and assign the characteristics to the classes.

,.$ "lass /%pe


The class must be assigned to a class type. There are two class types of the category Batch for batches and their materials: o o 677 at plant level 678 at client or material level

,.' Material Master 0ecord


%aterial master record is to be created and assigned the desired class to the material and assign characteristics to the material. 0nly one 1lass may be assigned for the 1lass type 677 or 678. The replenishment lead time should not be considered in the dynamic availability check for batches# since batches are not reproducible. In the $eneral ,ales view# or in the %5& view# choose availability check group C#.

1.0 Path for creating various ob2ects


1.1 "haracteristics -"/0$.
Cross Application Components 9 Classification 9 $aster Data 9 Characteristics

1.2 "lasses -"L01.


Cross Application Components 9 Classification 9 $aster Data 9 Classes

1. Batch -M!"1N.
%o istics 9 Central &unctions 9 Batch $ana ement 9 Batch 9 Create

3.0 "reating a Batch Master 0ecord


3.1 "reating a Batch Master 0ecord Manuall%
To create a batch master record manually# choose %o istics : Central &unctions : Batch $ana ement : Batch : Create

3.2 "reating a Batch Master 0ecord in the Bac#ground


The system creates a batch master record in the background in the following procedures: The first time goods are received for a batch

Batch %anagement [This is Complemented by Presentations]

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SAP SD

)uring creation of a process or production order 2hen a usage decision is made in quality management )uring a recurring inspection 3or transfer postings !when you want to split a batch# for e"ample' 2hen creating a purchase order

10.0 Batch Determination


10.1 Batch determination in !uppl% "hain Process
Batch determination is used for all types of goods movements from the warehouse to find batches that meet defined specifications. It is used for the following areas : i. ii. iii. iv. Inventory %anagement !I%'# &roduction !&&+&&*&I' ,ales and )istribution !,)' 2arehouse %anagement ,ystem !2%'

10.2 "ondition /echni4ue


1ondition Technique is used for the determination of Batches.

11.0 Batch Determination in !ales and Distribution


11.1 Points for Batch Determination
There are four points at which you should use batch determination in ,ales ; )istribution. These are: <uotations <uantity contracts ,ales orders !or scheduling agreement' )elivery

11.2 Path for "onfiguration


I$G 9 %o istics General 9 Batch $ana ement 9 Batch Determination and Batch Chec'

11. Path for "ondition 0ecords


%o istics 9 Central &unctions 9 Batch $ana ement 9 Batch 9 Create

12.0 Batch Determination 5 "onfiguration-for !ales and Distribution.


12.1 !tandard "ondition /ables

66= %aterial 667 1ustomer+material

Batch %anagement [This is Complemented by Presentations]

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668 1ustomer+plant+material 66> )estination country+material group 66? )estination country 66@ %aterial group

SAP SD

12.2 !tandard Access !e4uences


-ccess sequences ,)6=# ,)67# and ,)68 are defined in the standard ,-& 5+8 ,ystem

12. !tandard !trateg% t%pes -"ondition /%pes.


,trategy types ,)6=# ,)67# and ,)68 are defined in the standard ,-& 5+8 ,ystem

12.$ !tandard Batch !earch Procedure


The standard ,-& 5+8 ,ystem contains search procedure ,)666=

12.' Allocate Batch !earch Procedure6Activate "hec#


Batch search procedures are assigned to the combinations of sales organi(ation# distribution channel# division and sales document type. A=666 =6 66 05 9 ,)666=B. ,et indicator Chec' batch# if the system has to check manually entered batches

12.* Activate Automatic Batch Determination in !D


Auto batch determination indicator is set for those order and delivery item categories for which batch determination is to be triggered automatically.

Batch %anagement [This is Complemented by Presentations]

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