Batch determination

Batch Management is used to maintain the homogeneity of the material and to trace out the quality material and for recalling
the quality material.

Structure

The batch object contains the following key fields

➢ Material

➢ Batch

➢ Plant

The plant key field is only relevant if plant level is selected as the Batch Level.

Integration

We can use batches in all processes throughout the supply chain.

Batches

➢ Are always assigned to a material

➢ Can only be used for materials that are to be handled in batches

Purpose

The following process chain describes how batch management could look when integrated into the relevant SAP component.

Process Flow

Sales & Distribution

➢ A sales order for a material subject to handling in batches is posted. You have previously agreed with the customer that the
batches of the material are supplied with must meet certain specifications.

➢ We run a batch determination, as well as a batch availability and usability check. The system determines that the sales order
cannot be met with the present stock.

➢ A requirement is transferred to production.

➢ During delivery, batch determination is conducted with reference to the sales order.

➢ During batch determination, an availability check is carried out.

Batch Determination Purpose in Sales and Distribution

it is possible to determine batches that match customer specifications. Batch determination can be triggered at two points in the
process, either when the sales order is entered, or when the delivery is created. It will determine automatically based LIFO or
FIFO based on expiry date.

Uses of Batch Determination for Deliveries

• We are dealing with materials that are constantly available (mass production)

1
• The expiration date, or the remaining shelf life are the most important criteria

• Batch splits are necessary

Note: If batches have already been specified in the sales order, they are copied to the delivery, and cannot be changed there.

Concept:

The concept of Batch determination on the basis of SLED (Shelf-Life Expiration Date) is primarily used in the industry with
perishable goods. For example – Food and beverage industry, pharmaceutical industry. It is vital for the company that stocks
approaching their expiration dates should be delivered first.

Where to Configure:

Before explaining “what” to configure, initially we will check “where” we do the entire configuration: Batch management works
on condition technique.

1. Condition Tables
Path: SPRO → Logistics General → Batch management → Batch determination and Batch check → Condition
Table → Define Sales and Distribution Condition Tables.
Here we will maintain the standard table

2. Access Sequences
Path: SPRO → Logistics General → Batch management → Batch determination and Batch check → Access
Sequences → Define Sales and Distribution Access Sequences.

2
 Here select the SD02 row and click on Accesses to check the tables assigned to this access sequence

3. Strategy type:
In this step, we have to define strategy types for batch determination in Sales and Distribution. The function
of search strategy is to search the relevant batches while creating Deliveries.
A search strategy assigned with a selection class uses the shelf-life expiration date as search criterion during
batch determination.
To be able to define strategy types, we have defined the necessary access sequences.

Path: SPRO → Logistics General → Batch management → Batch determination and Batch check → Strategy
Types → Define Sales and Distribution Strategy Types

3
Now double click on this we will get new page

4
4. Batch search procedure:
In this step, we define search procedures for batch determination in Sales and Distribution and assign
strategy type.

Path: SPRO → Logistics General → Batch management → Batch determination and Batch check → Batch
Search Procedure Definition → Define Sales and Distribution Search Procedure

5
Here select SD0001 procedure and click on Control data to assign strategy type

5. Batch Search Procedure Allocation and Check Activation:

In this step you assign relevant sales area to document type and check activate the batch check.
If a delivery is used without reference to a sales order, you must have done the following in order to
execute batch determination:

Path: SPRO → Logistics General → Batch management → Batch determination and Batch check → Batch
Search Procedures Allocation and Check Activation → Allocate SD Search Procedure / Activate Check →
Automatic Batch Determination for Sales Oder Items

6
Here we can activate at sales order items or Delivery Item Categories. We will choose as Sales order items.

6. Activate Automatic Batch Determination in SD:

In this step we have to activate delivery item categories for which we want batch determination to be
triggered automatically.

Path: SPRO → Logistics General → Batch management → Batch determination and Batch check → Activate
Automatic Batch Determination in SD → Automatic Batch Determination for Sales Order Items or → Activate
Automatic Batch Determination for Delivery Item Categories

Here we will activate at Delivery Item Categories

7
Sales order Item Categories:

Delivery type Item Categories:

7. Define Selection Classes:

In this step, we have to define selection classes 023 and maintain Characteristics as LOBM_VFDAT,
LOBM_RLZ and LOBM_LFDAT
Path: SPRO → Logistics General → Batch management → Batch determination and Batch check → Define Selection
Classes → Create Selection Classes

8
9
Selection Class:12345

Now Click on Char. (characteristics)

8. Define Sort Rules:

In this step, we define sort rules. With the help of sort rules, we define according to which criteria, that is
using which characteristics batches are to be sorted.

Path: SPRO → Logistics General → Batch management → Batch determination and Batch check → Define
Sort Rules → Create Sort Sequence

10
Sort Sequence: 12345
Here select Characteristic LOBM_VFDAT and click on Characteristic

11
Click on back option and save the data.

9. Master data: In this step we have to assign class – 023 in the classification tab of material master and in
sales org. 2 view need to activate batch management.

12
13
MSC1N

14
10.Condition records:

In this step we have to maintain relevant condition records for the material with transaction code VCH1

15
Here maintain material and check Changes allowed and Dialog Batch Determination check boxes, For Display
Unit of Measure maintain “B – Display Unit of entry for document” and maintain selection type batch
determination as “F – Selection criteria cannot be changed in batch determination”. Click on Enter
Now Select row and click on Selection Criteria

Now come back and select row again and click on Sort. There we have to maintain our sort rule

16
Here maintain sort rule and come back record and observe Selection and Sort Rule checkboxes has been
checked

Now we will test the scenario in transaction

Initially we post the stock for material with transaction code MIGO with movement type 501.

Batch number: 0000000699

Material Document number: 4900004391

17
Go to MMBE check Stock:

Now we will generate sales document with transaction code VA01

Order number: 26034

Now we will create delivery document with transaction code VL01N

18
HERE BY DEFAULT HAS CAME DUE TO I HAVE MAINTAINED BATCH NUMBER IN SALES ORDER WHILE
CREATING THE ORDER IN SALES A TAB

Delivery document number: 80021627

NOW WE WILL CREATE THE INVOICE

Inovice Document number: 90043616

NOW WE WILL CHECK THE STOCK IN MMBE

19
NOW SEE THE DOCUMENT FLOW

20