Batch Management Customizing

Step 1: Here, we first specify the Batch Level, Activate Batch Management and work on Number
Assignment.

Specify Batch Level and Activate Status Management: Here, we process the steps in the sequence.
Batch Level: We determine where the Batch has to be used. Here, we are using Batch at Material
level which is the recommended one.

Batch Status: Here, we activate Batch Management. Without this, we cannot work with batches.

Activate Internal Batch Number Assignment: Here, we activate as mentioned.

Maintain Number Ranges: Here, we maintain the Number Ranges for object BATCH_CLT.
Batch Creation for Goods Movement: Here, we decide whether Batch creation during inventory
posting has to be automatic or manual.
Step 2: Batch Determination and Batch Check: Here, we do a lot of Customizing. Batch Management
works on the Condition Type technique just like Pricing. We can use any condition tables. In the
picture below, the only areas we will configure are Inventory Management and Sales & Distribution.
From SD point of view, we can only configure SD related settings but to get a better understanding,
we are configuring IM related areas as well. We won’t go into condition tables and access sequences
as they are similar to Pricing Condition Technique. We will start with Strategy Types. A Strategy Type
is like a Condition type.

Define Sales and Distribution Strategy Types: In this IMG activity, you define strategy types for batch
determination in Inventory Management. We can use different batch search strategies for different
movement types. For this purpose, you create the following strategy types:

 a strategy type with a selection class that uses the shelf life expiration date as search criterion
during batch determination
  a strategy type with a selection class that uses the goods receipt date as search criterion
during batch determination
 a strategy type without a selection class; this enables you to define the selection class when
you create the strategy record

In the below snapshot, Class and Sort sequence are optional. They can be maintained when creating
the condition records for batches. Batch search can only take place during Batch Determination when
Batches are classified. The Class Type is always 23 for Batch except for Plant/Material Level where it is
22.

When Changes Allowed is ticked, it allows number of batch splits to be changed. Dialog Batch
Determination if checked will allow batch determination through a dialog screen. Otherwise, it can
happen in the background.

Define Sales and Distribution Search Procedure: We create a search procedure and assign the Search
Strategy Types to the procedure.
Allocate SD Search Procedure/Activate Check: We allocate the Batch Search Procedure defined in the
previous step to the Sales Area and the Sales Document Type. The Indicator: Check of the batch
entered is active, controls that batches that are entered manually during a business transaction, are
checked against the selection criteria stored for batch determination.

In order to run the check, you need to have allocated a search procedure to the transaction.

Activate Automatic Batch Determination in SD: We do it the following way. All relevant Item
Categories are checked.
Step 3: Here, we Define Selection Classes. We will see the ones we have already created and the
various tabs and entries in a Selection Class.
The No Check for Same Classification if selected, there is no system check for identical characteristic
values. In this case, you can assign several objects that have the same values for all characteristics to
the same class.

Check for Same Classification with Warning If selected, we see a warning message if you try to assign
different objects with the same classification to the same class. This check is not made until values
have been assigned to all the characteristics of the class. If you did not assign a value to one or more
characteristics, the program does not check for identical values.

Check for Same Classification with Error Message if selected, this indicator determines that we see an
error message if we want to assign different objects with the same characteristic values to the same
class. This check is not made until values have been assigned to all the characteristics of the class. If
we did not assign a value to one or more characteristics, the program does not check for identical
values.

Under the Tab, Characteristics we maintain the characteristics that are relevant for the Batch. We
can have the characteristics marked as ‘Required.’ We can create our own characteristics or can use
the standard ones.

To create a new characteristic, enter the name and press Enter. A dialog box (shown below) will
prompt us to create a new characteristic. We enter values as shown in the snapshot. All fields are
self-explanatory. The field ‘Restrictable’ is used in Variant Configuration only.

Under the Tab, Values, we can maintain values for the Characteristic. Under the Tab, Additional Data,
we can assign a Standard Field from a Standard Table just as shown below.

Once saved, the characteristic is ready for use.

Step 4: Here, we define a Sort Sequence. A Sort Sequence Profile is used for sorting the
characteristics in either ascending or descending order. We have to assign the Sort Profile in the
Batch condition records. We give a name to the Sort Sequence and click Characteristics.

All the characteristics that were assigned to the Selection Class will be entered here. We then have to
decide whether they will be in ascending or descending order.
Step 5: Here, we activate Automatic Batch Determination at Item Category Level.

Step 6: Here, we create Material Master record. We assign the Selection Class under the Classification
Tab and also mark the material as relevant for Batch Management under Sales: General/Plant View.
Step 7: Now, we need to maintain condition records for SD only. T-Code is VCH1/H2/H3 for Create,
Change and Display respectively.

For Sales & Distribution:

It’s better to choose Selection Type O. This is because there are multiple characteristics in the
Selection Class. Else, Auto Batch Determination may not occur.

Now, from the main screen, we click ‘Sort’ to assign the Sort Profile. This step is not mandatory.
Step 8: Here, we post goods to inventory in T-Code MB1C. The system will automatically create a
Batch Master Record for every new goods posting. Enter the details as shown below and Press Enter.
We will get a warning message regarding Internal Number Assignment. Click Yes. The system may
prompt to enter the Date of Production. Enter the date and press Enter again.
The system will take us to the following screen from Material Master. We can see the Expiration Date
taken from Material Master and the Date of Last Goods Receipt from the MCH1 table which we
entered in the Selection Class.

We can see below that the system has determined the Batch number automatically. We now save the
posting.
Step 9: We now verify the stock quantity and the Batch Number in MMBE.

Step 10: We now also verify the creation of a Batch Master Record. T-Code MSC3N.
Batch Determination in Sales Order:
Many organisations decide to determine Batch only in the Delivery Document. To do so, complete all
the customization mentioned in this document but do not mark the Sales Order Item Category as
relevant for Batch determination. Only mark the Delivery Item Category.

Misc.