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

Configuration Required for Batch Management

Activating Batch Management Levels:
Transaction code OMCE The Foremost configuration in Batch Management is activating the level at which batch management would work. The following are the levels at which you can activate batch management: Plant level: Batch Unique at Plant Level The Batch Numbering for a material is specific to a plant. When you are using an internal numbering scheme for batch numbers in SAP, Material M1 can have a batch number B1 in a Plant 0001, while Material M2 can also have a batch number B1 in the same plant. Batch numbering is unique for the material. If a material stock for Material M1 with Batch B1 is transferred from plant 0001 to another plant 0002 it would definitely have a different internal batch number generated at good receipt in that plant and the user has an option to store different batch characteristics values (batch specifications) for the batch in the plant 0002. Every Material Batch stock stored at storage location level may have batch specifications stored under it. Material Batch specifications may be the same for batches. It is not necessary that the specifications stored under material batches are always unique. If a material batch B1 at plant 0001 is created with the following specifications (specifications are stored in batches through the use of batch characteristics): Internal Width = 5mm

External Width = 10mm Length = 5m There can be other batches (Material M2, Batch B2) in the plant for the same material produced with the same specifications: Internal Width = 5mm External Width = 10mm Length = 5m If you want to keep batch specifications unique at material batch level in a plant then you have to include characteristics like Date of Production, Shift of production, may be even the Line used for production. For example Material M1 Batch B1 Plant 0001 >>> Internal Width = 5mm External Width = 10mm Length = 5m Date of Production = 25th Dec 2010 Shift of Production = S2 Line = L23 Material M1 Batch B1 Plant 0001 >>> Internal Width = 5mm External Width = 10mm Length = 5m Date of Production = 25th Dec 2010 Shift of Production = S3 Line = L23 Material level: Batch Unique at Material Level The Batch Numbering at material level means that 2 or more materials can have the same batch number in a plant, i.e. Material M1 can have batch B1 in Plant 0001 and Material M2 can also have batch B1 in Plant 0001. Though when a Material batch is transferred to another plant (Stock Transfer) it would mandatorily have the same batch number and the same batch characteristics values, i.e. if the material Batch M1-B1 is transferred to plant 0002 from 0001, the batch number for the material M1 at the receiving plant 0002 would remain the same (B1) and the batch characteristics and the characteristics values (batch specifications) would also be adopted from the sending plant (0002) Note In Material Level Batch Management, the batch management should be activated for all the plants where the material is extended. Client Level: Batch Unique at Client Level A Client is a SAP Box which can contain a set of company codes and plants under it. In such cases if you define batch management at client level, it means that the material M1 would keep the same batch number (say B1) across all the plants and across all company codes in the client. This also means that the batch classification values or characteristics values would also remain the same across. Note - If you want to go back to Material level batch settings you can do so at any time by changing the configuration to material level batch management, but you cannot go back to plant level from the client level settings.

Activating Batch Management Status:

Transaction code = OMCS After activating Batch Levels, it is logical to activate batch management status. There is no harm in doing this. The only good that this setting does is that it can tag the material batch stock as unrestricted or restricted which is an added advantage to

stop the batch from being used even when the batch stock lies in unrestricted stock type (restricted batch status). Batch status can be looked at as an added stock type over and above the standard stock types in SAP like the unrestricted stock, Blocked stock, Quality stock. This means that: If a batch stock is in quality stock type or blocked stock type and tagged with unrestricted batch status, then its still counted as quality stock. If a batch stock is in quality stock type or blocked stock type and tagged as restricted batch status, then its still counted as quality stock, though when you move the stock from quality to unrestricted stock type, the batch stock would still be not-available for use since the batch status restricted is still stopping it from consumption. Similarly when a batch stock is in unrestricted stock type and tagged with restricted batch status the batch stock is unavailable for consumption. You can choose to configure a default batch status, whenever a batch is manufactured or received in stock. Using transaction code OMCT, you can change the batch status

Activating Batch Status at Plant level:

Once you have activated Batch Status Management feature, there is an option in SAP, to choose the plants at which you want to use this functionality.

Activating Internal Batch number assignment:

Using transaction Code = OMCZ, you have to activate internal batch number assignment. And at the same time you have to use transaction code OCHA to set the internal number allocation of batches at goods receipt to automatic for the plants you choose.

Configuring Batch Where used List:

Transaction code = OCHA The batch where-used list is set to active at all the plants, but you would have to manually select synchronous posting of batch where used records. Selecting a plant for synchronous posting means that you trace the batch history (batch history of receipts and consumptions) across all the plants. A batch where-used list can tell you the production order through which the batch was produced, the object where the batch was issued (production order or sales order), in short the batch where-used list gives you the list of objects from where the batch was produced from and the objects where the batch was issued to. If the batch is under inspection with an inspection lot, the list also shares the inspection lot number. You can switch between a Top-down hierarchy option and a Bottom-up hierarchy option that gives you the batch where-used information in various hierarchical ways. Uses Batch traceability, i.e. Understanding the history of a batch thereby analyzing the history of batches in case when there are customer complaints. You can use the following path to enter in to this transaction setting: Logistics General Batch Management Batch Where-Used List Make Settings for Batch Where-Used List

Configuration steps for automatic Batch determination in delivery

By Bageerath Cheryala, Answerthink

To trigger the batch number in the delivery document automatically we need to do necessary configuration and master data maintenance.
1.

Batch management works on condition technique, menu path: SPRO Logistics General Batch management Batch determination and Batch check. Here we need to create new strategy types if necessary and access sequence if necessary, and also batch search procedure if necessary

2.

Allocate the SD batch search procedure using the menu path: SPRO Logistics General Batch management Batch determination and Batch check Batch Search Procedure Allocation and check activation Allocate SD search procedure/Activate check.

3.

Activate Automatic Batch Determination in SD using menu path: SPRO Logistics General Batch management Batch determination and Batch check Activate Automatic Batch Determination in SD. Here we have two options, 1. To activate batch determination for sales order item and 2. is to activate batch determination for delivery item, upon the requirement we can activate at both the places, But in general batch are activated only at delivery item level.

4.

If we need shelf life expiration date for the batch we need to create a class using t code: CL01, type in a name for the class and select the class type as 023 Batch and maintain the characteristics as LOBM_VFDAT and LOBM_HSDAT (this for production). Once the class is created go to material master under classification tab and maintain the class created.

5.

6.

One more important setting in the material master is to check the batch management. This need to be done before you process the material for orders.

7.

Go to create batches for materials using t code: MSC1N or menu path: SAP Easy Access Logistics Central Functions Batch Management Batch Create/change/display. You can create new batches for the materials and also maintain the Shelf life expiration date (SLED) in the batch master.

8.

so as to determine the batch automatically we need to maintain a condition record for batch search strategy type using t code: VCH1 or menu path: SAP Easy Access Logistics Central Functions Batch Management Batch Determination Batch Search Strategy for sales and distribution create/change/display. During the maintenance, maintain the class also in the condition record.

These steps will automatically trigger batch management during delivery processing. System will allot the batch automatically upon the availability of the stock in the batch.