CONFIGURATION DOCUMENT

ANANTH TECHNLOGIES LIMITED

SAP Implementation
CONFIGURATION DOCUMENT
Batch Management

Ananth Technologies Ltd.

Batch Management: Configuration Guide

Contents
..............................................................................................................................1
............................................................................................................................................1
ANANTH TECHNLOGIES LIMITED...............................................................................1

Contents.................................................................................2
Batch Management: Configuration Guide................................................................................3
1 Purpose.............................................................................................................................3
2 Preparation.......................................................................................................................4
3 Configuration.....................................................................................................................4
....3.1 Defining Batch Level...............................................................................................4

Use.........................................................................................4
Prerequisites..........................................................................4
Procedure...............................................................................4
In Material master add the class to it in classification
view.........................................................................................5
In Material Master, Plant /storage1 view give data for
remaining shelf life and total shelf life and in purchasing
view activate batch management............................................5
Result.....................................................................................5
....3.2 Converting Batch Level..........................................................................................5

Use.........................................................................................5
Prerequisites..........................................................................5
Procedure...............................................................................5
Result.....................................................................................5
....3.3 Activating Status Management...............................................................................5

Use.........................................................................................5
Prerequisites..........................................................................5
Procedure...............................................................................6
Result.....................................................................................6
....3.4 Converting Status Management.............................................................................6

Use.........................................................................................6
Prerequisites..........................................................................6
Procedure...............................................................................6
....3.5 Activating Internal Batch Number Assignment........................................................7

Use.........................................................................................7
Procedure...............................................................................7
....3.6 Internal Batch Number Assignment for Assigned Goods Receipt...........................7

Use.........................................................................................7
Procedure...............................................................................8
....3.7 Updating LOBM Standard Characteristics..............................................................8

Use.........................................................................................8
Procedure...............................................................................8
Result.....................................................................................8
4 General Master Data for Batch Determination and Batch Check......................................9
....4.1 Creating Classes for Batch Management...............................................................9
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Use.........................................................................................9
Procedure...............................................................................9
Result.....................................................................................9
....4.2 Creating Sort Sequences.......................................................................................9

Use.........................................................................................9
Prerequisites..........................................................................9
Procedure...............................................................................9
Result...................................................................................10
5 Configuration of Batch Management..............................................................................10
....5.1 Configuration for Batch Management General.....................................................10
...5.1.1 Activating Batch Classification for Goods Movements in IM...........................10

Use.......................................................................................10
Procedure.............................................................................10
...........................................................................................11
Result...................................................................................11
...5.1.2 Making Settings for Batch Where-Used List....................................................11

Use.......................................................................................11
Procedure.............................................................................11
.........................................................................................12
Result...................................................................................12
...5.1.3 Setting Expiration Date Checks for Movement Types.....................................12

Use.......................................................................................12
Prerequisites........................................................................12
Procedure.............................................................................12
Result ..................................................................................13
...5.1.4 Setting Expiration Date Check for Plant..........................................................13

Use.......................................................................................13
Procedure.............................................................................14
....5.2 Configuration for Batch Determination and Batch Check.....................................14
...5.2.1 MM Batch Determination and Batch Check....................................................14
....5.2.1.1 Defining Inventory Management for Strategy Types.............................14

Use.......................................................................................14
Procedure.............................................................................14
....5.2.1.2 Defining Inventory Management Search Procedure.............................15

Use.......................................................................................15
Procedure.............................................................................15
....5.2.1.3 Allocating IM Search Procedure/Activate Check..................................16

Use.......................................................................................16
Procedure.............................................................................16
Result...................................................................................17

Batch Management: Configuration Guide

1

Purpose

This configuration guide provides the information you need to set up the
configuration

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Batch Management: Configuration Guide

Preparation

Configuration

....3.1Defining Batch Level

Use
This transaction enables you to set the batch level for batch management.
Three unique options for a material are available:

At plant level

At material level

At client level

Prerequisites
If the material or client level for a material is chosen, check that no materials
exist in stock. If a material exists in stock, the level may not be changeable.

Procedure
1.

Access the activity using one of the following navigation options:

IMG Menu

Logistics - General --> Batch Management --> Specify Batch

Level and Activate Status Management

Transaction
Code

OMCE

2.

Choose Batch Level.

3.

On the Define Batch Level screen, select Batch unique at material level
and choose Save (Ctrl + S).

4.

If the system displays any warning messages, continue through them by

choosing Enter.

5.

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
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Batch Management: Configuration Guide

management requirement indicator in the material master record (for

example, in the Purchasing view field MARA-XCHPF or Storage Location
view field MARC-XCHPF).
In Material master add the class to it in classification view.
In Material Master, Plant /storage1 view give data for remaining shelf life
and total shelf life and in purchasing view activate batch management.

Result
The batch level has been set to the material level.

....3.2Converting Batch Level

Use
The purpose of this activity is to activate the conversion of the batch level.
Carefully consider this step, because it is very difficult to change the batch
level once materials exist in stock.

Prerequisites
The batch level has been chosen. The project should carefully review which
batch level is needed before configuration and creation of master data is
begun.

Procedure
1.

Access the activity using one of the following navigation options:

IMG Menu

Logistics - General --> Batch Management --> Specify Batch

Level and Activate Status Management

Transaction
Code

OMCT

2. On the Batch definition screen, choose Batch level --> Conversion.

3. In the dialog box, choose No. The status bar will display a notification of
success.

Result
The batch level has been converted.

....3.3Activating Status Management

Use
The purpose of this activity is to set the batch management to active status in
the client.

Prerequisites
The batch level should be set before the batch management is set to active.

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Procedure
1.

Access the activity using one of the following navigation options:

IMG Menu

Logistics - General --> Batch Management --> Specify Batch

Level and Activate Status Management

Transaction
Code

OMCS

2.

Choose Batch status management.

3.

Select Batch status management active.

4.

Choose Save (Ctrl + S).

Result
The batch level status has been activated.

....3.4Converting Status Management

Use
This activity converts the batch management status to active.

Prerequisites
The status of batch management has been set from inactive to active.

Procedure
1.

2.

Access the activity using one of the following navigation options:

IMG Menu

Logistics - General --> Batch Management --> Specify Batch

Level and Activate Status Management

Transaction
Code

OMCT

Choose Batch status management --> Conversion.

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3.

Batch Management: Configuration Guide

In the dialog box, choose Yes to run the conversion in test mode. If this
test run is successful, you should run the conversion directly, choosing
No.

....3.5Activating Internal Batch Number Assignment

Use
The purpose of this activity is to set the internal number assignment of batches
to automatically active.

Procedure
1.

Access the activity using one of the following navigation options:

IMG Menu

Logistics - General --> Batch Management --> Batch Number

Assignment --> Activate Internal Batch Number Assignment

Transaction
Code

OMCZ

2.

Choose Activate batch number assignment.

3.

Choose Automatic batch number assignment active and choose Save

(Ctrl + S).

....3.6Internal Batch Number Assignment for

Assigned Goods Receipt
Use
The purpose of this activity is to set the internal number allocation of batches
at goods receipt to automatic in the plants:
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Procedure
1. Access the activity using the following navigation options:
IMG Menu

Logistics - General > Batch Management > Batch Number

Assignment > Activate Internal Batch Number Assignment

Transaction
Code

OCHA

2.

Choose the activity Internal Batch Number Assignment for Assigned

Goods Receipt.

3.

Set the automatic batch number allocation indicator in plants.

4.

Save your results.

....3.7Updating LOBM Standard Characteristics

Use
The purpose of this activity is to copy LOBM standard characteristics from
client 000 to the development client.

Procedure
1.

Access the activity using one of the following navigation options:

IMG Menu

Logistics - General --> Batch Management --> Batch Valuation

--> Update Standard Characteristics

Transaction
Code

BMSM

2.

In the Update the Standard Features dialog box, choose Yes.

3.

On the Copy Object Lists between clients screen, choose Back (F3).

4.

On the Maintaining Standard Characteristics with objects dependencies

screen, choose Back (F3).

Result
You have copied the LOBM standard characteristics from client 000 into your
development client.

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Batch Management: Configuration Guide

General Master Data for Batch Determination

and Batch Check

....4.1Creating Classes for Batch Management

Use
In this step, you define one class for use with batches. One class contains the
characteristics EXPIRY_DATE, RECEIPT_GATE i.e Expiration Date, and GR
date.

Procedure
1. Access the activity using one of the following navigation options:
SAP Menu

Cross-Application Components > Classification System >

Master Data > Classes

Transaction
Code

CL02

2. Enter the class and the class type as follows, choose Create and maintain
the other necessary master data manually. The relevant data can be found
in the file:
Class
Class type
batch
_clas
s

Description

Characteristic

023 Products with Expiration Date, GR date EXPIRY_DATE, RECEIPT_GATE

Result
The materials are later assigned to class batch_class in the material masters.

....4.2Creating Sort Sequences

Use
The purpose of this activity is to create the sort sequence used to sort batches
during batch determination. In this case, the characteristic EXPIRY_DATE,
RECEIPT_GATE are assigned to the sort class batch_class

Prerequisites
As a rule, all characteristics (this applies to standard characteristics as well as
to user-defined characteristics) used in the sort sequence must also be
contained in the batch class.

Procedure
1.

Access the activity using one of the following navigation options:

SAP Menu

Logistics > Central Functions > Batch Management >

Batch Determination > Selection and Sort > Sort Rule >
Create

Transaction
Code

CU70

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Batch Management: Configuration Guide

To achieve Batch Determination with LIFO & FIFO rule you have to note the
steps:
As per your requirement of FIFO or LIFO rule you have to assign related
Characteristic
For FIFO purpose you have to assign characteristic with Ascending Rule and
for LIFO assign in Descending
3.

Save your entry.

Result
The sort sequence is created with characteristics RECEIPT_DATE,
EXPIRY_DATE.

Configuration of Batch Management

....5.1Configuration for Batch Management General

...5.1.1 Activating Batch Classification for Goods
Movements in IM
Use
The purpose of this activity is to activate batch classification for goods
movements in IM.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu

Logistics - General --> Batch Management --> Batch Valuation

--> Valuation for Goods Movement in Inventory Management
--> Activate Batch Classification for Goods Movements in IM

Transaction
Code

OMCV

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2. On the Classify Batches Within Goods Movement screen, enter the

following information and then select Save (Ctrl + S):
Movement
Type

Batch Classification

101

4 (classification in fore ground for new batches only

201

3 (classification always in fore ground (all batches)

311

3 (classification always in fore ground (all batches)

561

3 (classification always in fore ground (all batches)

Result
You have activated batch classification for goods movements in IM.

...5.1.2 Making Settings for Batch Where-Used List

Use
The purpose of this activity is to make the settings for the batch where-used
list.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu

Logistics - General --> Batch Management --> Batch WhereUsed List --> Make Settings for Batch Where-Used List
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Transaction
Code

Batch Management: Configuration Guide

SPRO

2. On the Batch Where-Used List: Overview screen, enter the following

information and choose Save:
Plant

Description

BaWU synchron. posting

1001

Vimta Labs Ltd

2001

Vimta Laboratories Ltd

Result
You have made settings for the batch where-used list.

...5.1.3 Setting Expiration Date Checks for

Movement Types
Use
The purpose of this activity is to set the material shelf life expiration date check
for goods receipts for movement type.

Prerequisites
The shelf life expiration date of a material can only be entered if:

The minimum remaining shelf life is maintained in the material master

record. The minimum remaining shelf life is the time the material must
still be usable, so that the goods receipt is accepted by the system.
You can define the time unit the system uses in the storage data of the
material master record in the Period indicator field.

The shelf life expiration date check is active in the plant.

The shelf life expiration date check is active for the movement type.

Procedure
1.

Access the activity using one of the following navigation options:

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IMG Menu

Logistics General --> Batch Management --> Shelf Life

Expiration Date (SLED) --> Set Expiration Date Check

Transaction
Code

OMJ5

2. Choose Movement Type.

3. Enter 1 (enter and check the shelf life expiration date or production date)
for the following movement types: 101, 311,561.

4. Save your entries.

Result
The expiration date is required as input for the selected movement types and
is checked when entered.

...5.1.4 Setting Expiration Date Check for Plant

Use
The purpose of this activity is to set the expiration date check for relevant
plants.

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Procedure
1. Access the activity using one of the following navigation options:
IMG Menu

Logistics - General --> Batch Management -->

Shelf Life Expiration Date (SLED) --> Set Expiration Date
Check

Transaction
Code

OMJ5

2. On the Activate/Deactivate Expiration Date Check screen, choose Plant.

3. Set the indicators for 1001, 2001BP0, and BP0X and save your entries.

....5.2Configuration for Batch Determination and

Batch Check
...5.2.1 MM Batch Determination and Batch Check
....5.2.1.1 Defining Inventory Management for
Strategy Types
Use
The purpose of this activity is to define the Inventory Management strategy
types.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu

Logistics - General --> Batch Management --> Batch

Determination and Batch Check --> Strategy Types -->
Define Inventory Management Strategy Types

Transaction Code

SPRO

2. On the Change View Strategy Types (&1 &2): Overview screen, choose
New Entries.
3. Enter the following information:

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4. Choose Save (Ctrl + S).

5. Choose Back (F3).

....5.2.1.2 Defining Inventory Management Search

Procedure
Use
The purpose of this activity is to define an Inventory Management search
procedure.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu

Logistics - General --> Batch Management --> Batch

Determination and Batch Check --> Batch Search Procedure
Definition --> Define Inventory Management Search Procedure

Transaction
Code

SPRO

2. On the Change View Procedures: Overview screen, choose New entries

and enter the following information:
Procedure

Description

ME0001

Standard search Procedure

3. Select your entry (for example, ME0001) and choose Control.

4. Enter the following information:
Step

Contr

CTyp

Description)

10

ME01,MEEX

Movtype/Plant/Matno

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5. Choose Save (Ctrl + S).

6. Choose Back (F3).

Result
You have defined an inventory management search procedure.

....5.2.1.3 Allocating IM Search Procedure/Activate

Check
Use
The purpose of this activity is to allocate the IM search procedure and
activates the check.

Procedure
1. Access the activity using one of the following navigation options:
IMG Menu

Logistics - General --> Batch Management --> Batch Determination

and Batch Check --> Batch Search Procedure Allocation and
Check Activation --> Allocate IM Search Procedure/Activate Check

Transaction
Code

OMCG

2. On the Change View Search Procedure: Batch Determ. MM: Overview

screen, enter the following information:
Mov
type

Movement Type
description

Special stock
description

Search

101

GR goods receipts

ME0001

201

GI for Cost Centre

ME0001

311

TF transfer with in Plant

ME0001

561

Init entry of Balances

ME0001

Check
Batch

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3. Choose Save (Ctrl + S)

4. Choose Back (F3).

Result
You have allocated the IM search procedure and activated the check.

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