Hi Maddy,
Please find below the complete stuff on Batch Determination:
A batch in the Materials Management system is defined as a subset or partial quantity of a material that is managed separately from other subsets of the same material. Each batch is identified not only by its material identification but also by a separate batch number. Typical examples of batches include different production lots (such as paints, dyes, wallpapers, and pharmaceutical products), delivery lots, or quality grades of a material.
In Sales and Distribution (SD), 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.
If you enter a batch number directly into the sales document, the system checks whether its availability and expiration dates are valid. When you copy a pre-sales document to a sales order, any existing batch numbers are also automatically copied but cannot be changed in the sales order. If you create a sales order with materials to be managed in batches that does not have a preceding document, you can change the batch numbers until subsequent documents, such as the delivery, have also been created. If, when creating a delivery, 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.
Maintaining Master Data for Batches
If a material is managed in batches, you indicate this fact in the material master record in either the Purchasing or Plant data/storage 1 views. You can also create and maintain master data for individual batches, specifying such information as the expiration date, valuation type, and the country of origin. If you are planning to use batch split at delivery time, you must also maintain the relevant customer master records for those customers who permit batches to be split.
Entering Batch Number in Sales Document
Before you can enter a batch number in a sales document, a delivering plant must be entered for the item. If no delivering plant is entered, the Batch field remains inactive.
You can find the Batch field on the Item overview tab page in the table with the items.
If you do not know the batch number, you can display all the available batches in the delivering plant for your material, by using the input help.
An availability check is carried out for the batch, which you have entered, and the quantity available is confirmed.
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.
There are four points at which you should use batch determination in Sales & Distribution. These are:
Quotations
Quantity contracts
Sales orders (or scheduling agreement)
Delivery
SPRO- IMG- Logistics General- Batch Management- Batch Determination & Batch Check- Activate automatic batch det for SD.
A2.
We use batches in SD where the materials are produced under one batch and they are given the shell life expiry date for each batch,
A1) Normally we use batch determination at delivery level, because at the time of order material may or may not be created. For this material should be configured with batch and batch determination should be checked in sales views of material.
A2) Batch Determination during order Creation.
For this you need to maintain Classes d for you Material. Depending on the Manufacturing process you can define the characteristics for your material.
Ex: Purity for Medicines, Resistance for Electric Items.
You need to create a class (You might have to create a new class type) which incorporates the characteristic.
First Create the Characteristic Using CT04 and then using CL02 create the Class including this characteristic.
Then in your material master Classification View Enter this class.
Then Create a Batch for the particular plant and Storage Location using MSC1N.Give the value of the characteristics in this batch.
Then go to SPRO ->Logistics General ->Batch Management and maintain the Condition Technique (Procedure, Strategy Types and assignment to sales docs etc).
Then Create the Batch Determination Record using VCH1.
Config Setting In Batch Management
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
Hope this helps you,Please Reward If Really Helpful,
Thanks and Regards,
Sateesh.Kandula
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