Batch Management

What is a batch no. of a material and where can we mention batch no for material? Can we maintain batch no in mm01 Tcode while creating material?

In simple terms SAP Batch Handling means an additional keys fields for users to identify the same materials.

For e.g.  Normal Control : Plant + Material + Storage Location
Batch Hanlding  : Plant + Material + Storage Location + Batch Number

The structure of the material master record allows you to manage stocks of a material by value at  plant level or company-code level and by quantity down to storage-location level. Under certain conditions, you may need to make further subdivisions for a material and manage batches.

Certain materials’ features cannot always be guaranteed to be exactly alike in production. For example, you cannot guarantee that a certain color will always have the same shade. Minor differences between production lots cannot be avoided. You need to be able to uniquely identify the individual production lots of the same material and manage them separately in inventory.

Materials that require such precise identification, for example pharmaceutical products, are identified and managed in stock not only according to material number, but also according to batch number.

With batch handling, you can manage not only production lots from in-house production, but also production lots from vendors as separate entities.

It is possible to supplement standard batch management with batch status management.

What Is a Material Handled in Batches?
Before you can manage batches of a material in stock, you must first specify in the material master record that the material is to be managed in batches for the specified plant. To do this, you must set the batch management requirement indicator in the material master record (for example, in the Purchasing view fieldMARA-XCHPF or Storage Location view field MARC-XCHPF).

Whether the material is managed in batches:
This indicator can be set while creating material.
MM01 — General Plant data/storage 1 View — Batch Management (check box)
(Check also Purchasing or Warehouse Mgmt 1 view).

Level of Batch Number Assignment
If a material is subject to management in batches, every quantity of that material must be assigned to a batch. Each batch of a material is identified by a unique batch number, under which it is managed. This number is either entered by the user (external number assignment) or assigned automatically by the system.

You can define number assignment for batches at various levels:

- Uniquely at client level for a material
- Uniquely at material level
- Uniquely at plant level

In the standard R/3 System, numbers are assigned to the individual materials at plant level.

For every batch, there are two types of data:

- General data on the batch (for example, shelf life expiry date, date of the last goods receipt),  which is defined in the master batch. The master batch applies to all storage locations in which the batch is located. No stocks are managed at this level.
- Stock data, which is managed separately for every storage location in which the batch is located.

For example, if the batch C1 of a material is spread across two different storage locations, the stock quantity is tracked for each storage location.

Must the Batch Exist Before the First Goods Receipt?
Both the master batch and the stock data for the batch are created automatically during the first goods receipt. Thus, you do not need to create this data manually.  However, if you want to define specific data for a batch, such as the shelf life expiration date, you have to manually maintain the batch data.

What Sorts of Batch Stocks Are There?
The following stocks are managed separately at batch level:
- Unrestricted-use stock
- Restricted-use stock
- Quality inspection stock
- Blocked stock
- Stock in transfer
- Blocked stock returns

Working with Materials Handled in Batches
When you enter goods movements for materials handled in batches, you must enter the batch number in addition to the material number. If you do not know the batch number, you can search for the batch using the required characteristics.

Config Settings

Logistics general – Batch Management

1.1. Specify Batch Level
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Specify batch level and activate batch status management Transaction  OMCT

1.2. Batch Number – Activate Internal Number Assignment
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Number Assignment –> Activate internal batch number assignment Transaction  OMCZ

1.3. Batch Creation – for Goods Movements
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Creation of new batches –> Define batch creation for goods movements Transaction

1.4. Characteristic Value Assignment — Update Standard Characteristics
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Characteristic Value Assignment –> Update Standard Characteristics Transaction

1.5. Activate Batch Classification for Goods Movements in Inventory Management
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Characteristic Value Assignment –> Valuation for goods movements –> Activate Batch Classification for goods movements in Inventory Management Transaction  OMCV

1.6. Batch Determination – Condition Table(Cross Client)
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Condition Tables –> Define production order condition tables Transaction  OPLB

1.7. Batch Determination – Condition Table(Cross Client)
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Condition Tables –> Define SD condition Tables Transaction  V/C7

1.8. Batch Determination – Access Sequence(Cross Client)
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Access Sequences –> Define Production Order Access Sequences Transaction  OPLF

1.9. Batch Determination – Access Sequence(Cross Client)
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Access Sequences –> Define SD Access Sequences Transaction  V/C2

1.10. Batch Determination – Strategy Types
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Define Production Order Strategy Types Transaction  OPLE

1.11. Batch Determination – Strategy Types
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Define SD Strategy Types Transaction  V/C1

1.12.  Batch Determination – Batch Search Procedure
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Define IM   Search Procedure Transaction  OMCY

1.13.  Batch Determination – Batch Search Procedure
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Define Production order Search Procedure Transaction  OPLG

1.14.  Batch Determination – Batch Search Procedure
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Define SD Search Procedure Transaction  V/C3

1.15.  Batch Determination – Batch Search Procedure Allocation
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Allocate IM search procedure/activate check Transaction  OMCG

1.16. Batch Determination – Batch Search Procedure Allocation
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Assign Search procedure to production order Transaction  OPL8

1.17.  Batch Determination – Batch Search Procedure Allocation(SD)
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Allocate SD Search procedure Transaction  V/C5

1.18.  Batch Determination – Activate Automatic Batch Determination(SD)
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Activate Automatic Batch Determination in SD –>For delivery item categories Transaction  V/CL

1.19.  Batch Determination – Batch Selection Class
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Define Selection Classes Transaction  CL01

1.20.  Batch Determination – Sort Rule
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Batch Determination & Batch Check –> Define Sort Rules Transaction  CU70

1.21.   Batch Determination – Make Settings for Batch Where-used list
Menu Path  Enterprise Structure–> Logistics General–> Batch Management –> Make Settings for Batch Where-used list Transaction  OMBB

Standard SAP SD Reports

•  Material Analysis- Invoiced Sales – MC+Q 
• Variant configuration Analysis – MC(B 
• Sales org analysis-Incoming orders – MC(I 
• Sales org analysis-Returns – MC+Y 
• Sales office Analysis- Invoiced Sales – MC-E 
• Sales office Analysis- Returns – MC-A 
• Shipping point Analysis – MC(U 
• Shipping point Analysis-Returns – MC-O 
• Blocked orders – V.14 
• Order Within time period – SD01 
• Duplicate Sales orders in period – SDD1 
• Material Returns-Analysis – MC+M 
• Display Delivery Changes – VL22 
• Display Customer Hierarchy – VDH2 
• Display Condition record report – V/I6 
• Pricing Report – V/LD 
• Create Net Price List – V_NL 
• List customer material info – VD59 
• Sales summary – VC/2 
• List of sales order – VA05 
• List of Billing documents – VF05 
• Inquiries list – VA15 
• Quotation List – VA25 
• Incomplete Sales orders – V.02 
• Backorders – V.15 
• Outbound Delivery Monitor – VL06o 
• Incomplete delivery – V_UC 
• Customer Returns-Analysis – MC+A 
• Customer Analysis- Sales – MC+E 
• Customer Analysis- Cr. Memo – MC+I 
• Deliveries-Due list – VL04 
• Billing due list – VF04 
• Incomplete Billing documents – MCV9 
• Customer Analysis-Basic List – MCTA 
• Material Analysis(SIS) – MCTC 
• Sales org analysis – MCTE 
• Sales org analysis-Invoiced sales – MC+2 
• Material Analysis-Incoming orders – MC(E 
• General- List of Outbound deliveries – VL06

JIT Calls - Transaction codes and basics

All JIT related data will have to be maintained in Scheduling Agreement. For more information, please go to the A67 link

To create JIT calls - Set a kanban to EMPTY. To do so choose the following from the kanban menu: Control -> Kanban board -> Demand source view
Transactions codes to remember:
1.PJ02
Change JIT Call Change JIT Call
Produktionsabruf ändern Modifier appel de production Productie-afroep wijzigen
2.PJ03
Display JIT Call Display JIT Call
Produktionsabruf anzeigen Afficher appel de production Productie-afroep weergeven
3.PJ04
Display JIT Calls Display JIT Calls
Produktionsabrufe anzeigen Afficher appels de production Productie-afroepen weergeven
4.PJNA
Message Output Message Output
Nachrichtenausgabe Edition message Berichtuitvoer
5.PJNK1
Create Condition: JIT Call Create Condition: JIT Call
Kondition anlegen: Produktionsabruf Créer condition : appel de product. Conditie creëren: productieafroep
6.PJNK2
Change Condition: JIT Call Change Condition: JIT Call
Kondition ändern: Produktionsabruf Modifier condition : appel de prod. Conditie wijzigen: productie-afroep
7.PJNK3
Display Condition: JIT Call Display Condition: JIT Call
Kondition anzeigen: Produktionsabruf Afficher condition : appel de prod. Conditie weergeven: productie-afroep
8.PJWE
Goods Receipt for JIT Call Goods Receipt for JIT Call
Wareneingang Produktionsabruf Entrée de march. appel de production Goederenontvangst productie-afroep

Material types

The material master is the starting point for the rest of the modules.
What Material Types are there?
The material types that you use are configured in Customizing for the Material Master under
Logistics Master Data : Material Master -> Material -> Control data -> Define material type attributes.
The following list shows you the material types contained, for example, in the standard SAP R/3 System, and what their different roles are:

DIEN
Services
Services are procured externally and cannot be stored. A material master record of this material type can always contain purchasing data.

FERT
Finished products
Finished products are produced by the company itself. Since they cannot be ordered by Purchasing, a material master record of this material type does not contain purchasing data.

FHMI
Production resources/tools
Production resources/tools are procured externally and used in the manufacture of products. A material master record of this material type can contain purchasing data, but no sales data. It is managed on a quantity basis. Examples of production resources/tools are apparatus, equipment, and measuring and testing devices.

HALB
Semi finished products
Semi-finished products can be procured externally (sub-contracting) as well as manufactured in-house. They are then processed by the company. A material master record of this material type can contain both purchasing and work scheduling data.

HAWA
Trading goods
Trading goods are always procured externally and then sold. A material master record of this material type can contain purchasing and sales data.

HIBE
Operating supplies
Operating supplies are procured externally and required for the manufacture of other products. A material master record of this material type can contain purchasing data but no sales data.

NLAG
Non-stock material
Non-stock material is material that is not held in stock because it is consumed immediately. (Office supplies such as stationary. You need to create purchase order and accounting document for payment but the stock balance is always zero as it is issued out immediately to the various department.)

ROH
Ram material
Raw materials are always procured externally and then processed. Since raw materials cannot be sold, a material master record of this material type contains no sales data.

UNBW
Non-valued materials
Non-valuated materials are managed on a quantity basis, but not by value.

VERP
Packaging materials
Packaging materials are used to transport goods and come with the goods free of charge. A material master record of this material type is managed both on a quantity basis and by value.

WETT
Competitive products
Competitive products have their own material master records created from the Basic Data view. The competitor's number, which is stored in the material master record, assigns the material to a particular competitor.

Contracts for trading business in SAP - HAWA

For companies/divisions which are in trading business(no processing - either importing or buying locally and selling):

• Trading goods - Material type as HAWA (this can be found in Logistics Master Data : Material Master -> Material -> Control data -> Define material type attributes). For more information on Material Types, please follow the link.
• Material master record of this material type can contain purchasing and sales data
• Sales Document - either scheduling agreements or quantity contracts with pricing & its respective date of delivery can be used
• To create contracts - Logistics -> Customer Service -> Service Agreements -> Contracts -> Contract -> Create
• To create scheduling agreements - Logistics -> Sales and distribution -> Sales (then) Choose Outline agreement -> Scheduling agreement -> Create
• Advantage of using scheduling agreements are you can have your own delivery dates according to your client. From scheduling agreement you can directly create a delivery instead of going to sales order and then creating a delivery for the same.

Old invoices - Implementing SAP

When Implementing SAP to replace a legacy system, all open invoices(payment not recieved) are normally loaded into SAP. Sometimes, the legacy systems are not sunsetted until the open invoices are closed out. This is purely a decision on a case to case basis.

These actions may have to be taken on the open orders:

• Credit Memo
• Debit Memo
• Return Order

If return order is to be created for a non-paid invoice, then we can reference this invoice.

If return order is to be created for a paid invoice, we can rather create a new return order without any reference.

Quantity in process - things to check

Things to check when we create a delivery and if a few show as "quantity in progress":

• Check if something is reserved for delivery
• Check if any development has been done on picking (picking status - B is partially processed, C is fully processed)
• Check transfer from physical stock to main stock