7/31/24, 10:11 PM Intro to SAP Batch Management Configuration

SAP Training Blog › SAP › SAP Batch Management Functionality and Configuration

SAP Batch
Management
Functionality and
Configuration
by Ashikul Alam Share   

My Batch number was ‘07C’

when I was in college. There
were thousands of students
at my college, ‘07C’ is the
number that defines some
particular students only. SAP
Batch Management is used
for a similar functionality: to
identify a material by a
unique number that possesses some specified information.

Functional Usage
This functionality is activated in SAP based on the business
requirement that products produced and procured need to be
identified separately for tracking purposes. Food industries,
pharmaceuticals, and chemical industries are a good example 
where Batch Management needs to be maintained. Tracking a
material with a unique Batch number involves several functions in
SAP:
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1. Inventory Management (IM) – To search Batch numbers during

material movement into the plant
2. Production/Process Order (PO) – To search Batch stock for
components when creating/releasing PO
3. Sales and Distribution (SD) – Search for Batch during Sales
Order processing
4. Warehouse Management (WM) – To search specific Batch for a
Warehouse

Batch Management Level

There are three different levels for Bath Management:

Plant Level
At a plant level, a Batch number is unique for a material inside a
plant only. The same Batch number can be generated at another
plant under the same Company, though these Batches are not the
same. If a plant-to-plant stock transfer scenario is used, plant-level
Batch numbering is not suitable.

Client Level
In this case, the Batch number is unique for the entire Client,
meaning the same Batch number will not be generated for different
Plants under the same Company Code. This method is useful when
plant-to-plant stock transfer is used, and the Batch number is
supposed to be unique.

Material Level
With this method, the Batch number will be unique at the material
level only. Thus, in a given plant, different materials can have the
same Batch number.

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Fig. 1: SAP Batch Level Configuration

Batch Specifications Master Data Structure

Creation of Characteristics
Characteristics can have a fixed value, number range, or can pull
values from SAP tables directly. For example, the production date of
manufacturing of a produced goods can be found from production
order table data, and manual intervention is not required.
During characteristics creation (Tcode CT04), we define how
characteristics values will be maintained. Also, characteristics
values can be blank so that it can be maintained at a material
master classification view later on.

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Fig. 2: Material Classification, Class, Class Type, and

Characteristics

Creation of Class
All required characteristics are assigned into a Class (Tcode CL01)
with class type 023 (Batch Class). In the figure above,
‘SAP_EWM_LOBM’ is the required class that holds all relevant 
characteristics.

Material Master Maintenance

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Finally, the class with assigned characteristics is maintained in the

material master classification view (Tcode MM01/MM02). Also, the
Batch Management box is ticked in the material master view.

Define Batch Determination

Automatic Batch Determination is used in Inventory Management,
Production, Sales & Distribution, and Warehouse Management. It is
used to select batches and allocate them in a manufacturing order,
an outbound delivery, or a goods issue/good receipt/goods transfer
in Inventory Management.
In Production, Sales & Distribution, Inventory Management, or
Warehouse Management, the batch determination is used to search
and allocate batches for the components in production/process
orders. Alternatively, batch determination is used to search and
allocate the delivery batches in a customer-based outbound
delivery or to search and allocate batches in goods issues.

Create Batch Determination Condition Technique

Once Batch determination condition tables have been created, they
become the key combination fields for searching batches.
Eventually, the condition records or search strategies are created as
master data based on these key combinations. The Condition
Tables are created separately for IM, Production, WM, and Sales.

Fig. 3: Different Menu Path for IM, PO, SD, and WM Relevant
Condition Table
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Fig. 4: Batch Condition Table for Production Order

Create Batch Determination Access Sequence

Batch determination access sequences have multiple condition
tables (key combinations) assigned in a sequence of priority. This
facility allows you to create data for many key combinations so that
even if the batch search fails on the first key combination condition,
the rest in the priority will help in the search. The Access
Sequences are created separately for IM, Production, WM, and
Sales. The below screenshot shows all the screens involved in the
access sequence configuration.

Fig. 5: Batch Access Sequence 

Create Batch Strategy Types

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A Batch Search Strategy contains multiple access sequences,

though not assigned in any sequential priority. The assignment of
the strategy types is done separately for IM, Production, WM, and
Sales. The strategy types or condition types are assigned in priority
in the next step called “Batch Search Procedure Definition.”
A Batch search strategy is used to search batches using specific
rules because you want to automate the process and do not want it
to do it manually for every Batch. Thus, you have to aid the system
in putting in a decision such as - search all the batches of a given
plant, search all batches of a given set of materials within a plant, or
search batches for a given component.

Fig. 6: Batch Strategy Types

Create Batch Search Procedure

A Batch Search procedure contains multiple strategy types
assigned in sequential priority. The Batch search procedure thus 
becomes the final configuration, which includes the total search
configuration together. As before, the Batch Search Procedures are
created separately for IM, Production, WM, and Sales.
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Fig. 7: Batch Search Procedure

Batch Search Procedure Allocation and Check

Activation
In this step, we allocate the batch search procedure to the
respective modules. In the case of Inventory Management, the
Batch search procedures are assigned to the Movement types. In
the case of Production or process orders, the batch search
procedures are attached to the production plants and order types.
For the Sales & Distribution module, the Batch Search Procedures
are assigned to the Sales Areas and Sales document type. And
finally, for Warehouse Management, the Batch Search procedures
are attached to the Warehouse number and can also be assigned to
the warehouse number + Movement type combination.

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Fig. 8: Production/Process Order Batch search procedure allocation

via plants and order types

After completing the entire configuration, the Batch search

condition record can be generated using these SAP transaction
codes:
For Inventory Management: MBC1 – Create, MBC2 – Change,
MBC3 – Display
For Production Order/Process Order: COB1 – Create, COB2 –
Change, COB3 – Display
For Sales & Distribution: VCH1 – Create, VCH2 – Change, VCH3
– Display
For Warehouse Management: LS51 – Create, LS52 – Change,
LS53 – Display

by Ashikul Alam Share   

https://www.michaelmanagement.com/blog/sap/intro-to-sap-batch-management-configuration 9/14
7/31/24, 10:11 PM Intro to SAP Batch Management Configuration

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