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SAP ECC 5.

00 June 2005 English

J19: Batch Management


Building Block Configuration Guide

SAP AG Neurottstr. 16 69190 Walldorf Germany

SAP Best Practices

Batch Management (J19): Configuration Guide

Contents
Batch Management: Configuration Guide........................................................................................4 1 Purpose....................................................................................................................................4 2 Preparation...............................................................................................................................4 .2.1 Prerequisites ....................................................................................................................4 3 Configuration.............................................................................................................................4 .3.1 Defining Batch Level..........................................................................................................4 .3.2 Converting Batch Level......................................................................................................5 .3.3 Activating Status Management..........................................................................................5 .3.4 Converting Status Management.........................................................................................6 .3.5 Activating Internal Batch Number Assignment...................................................................6 .3.6 Internal Batch Number Assignment for Assigned Goods Receipt.......................................7 .3.7 Updating LOBM Standard Characteristics..........................................................................7 4 General Master Data for Batch Determination and Batch Check...............................................8 .4.1 Creating Classes for Batch Management...........................................................................8 .4.2 Creating Sort Sequences...................................................................................................9 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 5.1.2 Making Settings for Batch Where-Used List...............................................................11 5.1.3 Setting Expiration Date Checks for Movement Types.................................................11 5.1.4 Setting Expiration Date Check for Plant......................................................................12 .5.2 Configuration for Batch Determination and Batch Check..................................................12 5.2.1 MM Batch Determination and Batch Check................................................................12 .5.2.1.1 Allocating IM Search Procedure/Activate Check..............................................13 .5.2.1.2 Defining Inventory Management Search Procedure.........................................13 .5.2.1.3 Defining Inventory Management for Strategy Types.........................................14 .5.3 PP Batch Determination and Batch Check.......................................................................15 5.3.1 Defining Process Order Strategy Types......................................................................15 5.3.2 Defining Process Order Search Procedure.................................................................15 5.3.3 Defining Checking rule for production.........................................................................16 5.3.4 Defining Scope of check.............................................................................................17 .5.4 SD Batch Determination and Batch Check.......................................................................17 5.4.1 Defining Sales and Distribution Strategy Types..........................................................17 5.4.2 Defining Sales and Distribution Search Procedure.....................................................18 5.4.3 Allocating SD Search Procedure/Activating Check.....................................................19

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Batch Management (J19): Configuration Guide

5.4.4 Activating Automatic Batch Determination in SD........................................................20 .5.5 Batch Split Processing in SD...........................................................................................21 5.5.1 Sales Orders with Batch Split.....................................................................................21 .5.5.1.1 Defining Item Categories.................................................................................21 .5.5.1.2 Maintaining Copying Control (Sales to Sales Document).................................21 5.5.2 Deliveries with Batch Split..........................................................................................22 .5.5.2.1 Defining Item Categories for Deliveries............................................................22 5.5.3 Billing of Batch Split Items..........................................................................................23 .5.5.3.1 Maintaining Copying Control For Billing Documents.........................................23

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SAP Best Practices

Batch Management (J19): Configuration Guide

Batch Management: Configuration Guide


1 Purpose
This configuration guide provides the information you need to set up the configuration of this building block manually. If you do not want to configure manually and prefer to use an automated installation process using various tools, refer to the Baseline Quick Guide BL_Quick_Guide_EN_US.doc available on the Documentation DVD under \\BBLibrary\Documentation.

Preparation

.2.1 Prerequisites
If you want to use this building block, you must first install the following building blocks: Building Block B32 J02 J03 J08 N74 J05 J04 J30 Description Best Practices R/3 Installation Organizational Structure Financial Accounting Basic Cost Accounting Cost of Sales Accounting Materials Management Sales and Distribution Central Master Data

Configuration

.3.1 Defining 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.

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Batch Management (J19): Configuration Guide

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. 3. OMCE Logistics - General Batch Management Specify Batch Level and Activate Status Management

In the Define Batch Level screen, select Batch unique at material level and choose Save. If the system displays any warning messages, continue through them by choosing Enter.

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

.3.2 Converting Batch Level Use


This step activates 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: Transaction Code IMG Menu 2. OMCT Logistics - General Batch Management Specify Batch Level and Activate Status Management

On the Batch definition screen, choose Batch level Conversion.

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

Result
The batch level has been converted.

.3.3 Activating Status Management Use


This activity sets 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: Transaction Code IMG Menu 2. 3. 4. OMCS Logistics - General Batch Management Specify Batch Level and Activate Status Management

Choose Batch status management Select Batch status management active. Choose Save.

Result
The batch level status has been activated.

.3.4 Converting 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. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. 3. OMCT Logistics - General Batch Management Specify Batch Level and Activate Status Management

Choose Batch status management Conversion. On the dialog box, choose Yes to run the conversion in test mode. If you want to run the conversion directly, choose No.

Result
The batch management status has been converted to active.

.3.5 Activating Internal Batch Number Assignment Use


This activity sets the internal number assignment of batches to automatically active.

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

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SAP Best Practices Transaction Code IMG Menu 2. 3. 4. 5. 6. OMCZ

Batch Management (J19): Configuration Guide

Logistics - General Batch Management Batch Number Assignment Activate Internal Batch Number Assignment

Choose Automatic batch number assignment active and choose Save On the Prompt for Local Workbench Request dialog box, choose Create request. On the Create Request dialog box, in Short Description, enter a short description (for example, J05 Activities), then choose Save. Choose Continue. Choose Back.

Result
You have set the internal number assignment of batches to automatically active.

.3.6 Internal 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 following plants: BP01, BP02, BP03, and BP0X.

Procedure
1. Access the activity using the following navigation options: Transaction Code IMG Menu OCHA Logistics - General Batch Management Batch Number Assignment Activate Internal Batch Number Assignment

2. Choose the activity Internal Batch Number Assignment for Assigned Goods Receipt. 3. Set the automatic batch number allocation indicator in plants BP01, BP02, BP03, and BP0X. 4. Save your results.

Result
You have set the internal number allocation of batches at goods receipt to automatic for certain plants.

.3.7 Updating LOBM Standard Characteristics Use


This activity copies LOBM standard characteristics from client 000 to the development client.

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Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. 3. 4. BMSM Logistics - General Batch Management Batch Valuation Update Standard Characteristics

On the Update the Standard Features dialog box, choose Yes. On the Copy Object Lists between clients screen, choose Back. On the Maintaining Standard Characteristics with objects dependencies screen, choose Back.

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

General Master Data for Batch Determination and Batch Check

.4.1 Creating Classes for Batch Management Use


In this step, you define two classes for use with batches. One class contains the characteristic LOBM_VFDAT: Expiration Date, and the other class with three characteristics: LOBM_RLZ Remaining shelf life for batch, LOBM_LFDAT Batch determination delivery date, and LOBM_VFDAT Expiration date, shelf life.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code SAP Menu CL02 Cross-Application Component Classification System Master Data Classes

2. Refer to the following table when creating classes: Class Basic data Class type Description 023_001 023_002 023 023 Products with Expiration Date Characteristic Characteristic Characteristic LOBM_VFDAT LOBM_LFDAT LOBM_VFDAT

Search class with expiration date LOBM_RLZ

3. On the Create Class: screen, enter the first Class and the Class type, followed by Enter. 4. On the Basic data tab, enter the Basic data Description. 5. On the Char. Tab, enter the Characteristics that correspond to the class. 6. Choose Save.

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7. Repeat steps 3., through 6. with the second Class and the Class type.

Result
You have defined two classes for use with batches. The materials are later assigned to class 023_001 in the material masters. 023_002 is used in the batch determination search strategies for SD and PP/PI.

.4.2 Creating Sort Sequences Use


This activity creates the sort sequence used to sort batches during batch determination. In this case, the characteristic LOBM_VFDAT: Expiration Date_Shelf Life is assigned to the sort class 023_001S.

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: Transaction Code SAP Menu CU70 Logistics Central Functions Batch Management Batch Determination Selection and Sort Sort Rule Create

2. On the Create Sort sequence screen, enter the Sort Sequence: 023_001S, and press enter. 3. On the Create Sort sequence: Basic Data screen, enter the following Characteristics: Description Sort: MHD / Exp. Date 3. Save your entry. Status Characteristic name

1-Released LOBM_VFDAT

Result
The sort sequence is created with characteristic LOBM_VFDAT: Expiration Date.

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SAP Best Practices

Batch Management (J19): Configuration Guide

Configuration of Batch Management Activating Batch Classification for Goods Movements in IM

.5.1 Configuration for Batch Management General 5.1.1 Use


This step activates batch classification for goods movements in IM.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OMCV Logistics - General Batch Management Batch Valuation Valuation for Goods Movement in Inventory Management Activate Batch Classification for Goods Movements in IM

2. On the Classify Batches Within Goods Movement Screen, make the following entries and then choose Save. Movement Type 101 103 105 131 132 301 305 309 310 311 315 321 323 325 342 453 501 521 541 561 Batch Classification 4 1 4 4 4 4 4 4 4 4 4 3 3 4 4 4 1 4 3 4

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SAP Best Practices 543 3

Batch Management (J19): Configuration Guide

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

5.1.2 Use

Making Settings for Batch Where-Used List

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: Transaction Code IMG Menu SM30 with Customizing object V_159L_C Logistics - General Batch Management Batch Where-Used List Make Settings for Batch Where-Used List Description Production Plant Distribution Center Regional Warehouse Inter Company Processing Plant BaWU synchron. posting

2. On the Batch Where-Used List: Overview screen, make the following entries and choose Save. Plant BP01 BP02 BP03 BP0X

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

5.1.3 Use

Setting Expiration Date Checks for Movement Types

In this step, you 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.

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Batch Management (J19): Configuration Guide

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OMJ5 Logistics General Batch Management Shelf Life Expiration Date (SLED) Set Expiration Date Check

2. On the Activate/Deactivate Expiration Date Check screen, choose Movement Type. 3. On the Change View Expiration Date per Movement Type: Overview screen, enter 1 in the Check SLExpDate column (shelf life expiration date) for the following movement types: 101, 105, 123, 305, 315, 501, 503, 505, 511, 521, 523, 525, 531, 561, 563, 565. 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 Use

Setting Expiration Date Check for Plant

This activity sets the expiration date check for relevant plants.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OMJ5 Logistics - General Batch Management Shelf Life Expiration Date (SLED) Set Expiration Date Check

2. On the Activate/Deactivate Expiration Date Check screen, choose Plant. 3. On Change View Activate Exp. Date View per Plant, Mvmt Type: Overview screen, set the BBD/ProdDt indicators for Plants BP01, BP02, BP03 and BP0X. 4. Choose Save.

Result
You have set the expiration date check for relevant plants.

.5.2 Configuration for Batch Determination and Batch Check 5.2.1 MM Batch Determination and Batch Check

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Batch Management (J19): Configuration Guide

.5.2.1.1 Use

Allocating IM Search Procedure/Activate Check

This step allocates the IM search procedure and activates the check.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OMCG Logistics - General Batch Management Batch Determination and Batch Check Batch Search Procedure Allocation and Check Activation Allocate IM Search Procedure/Activate Check

2. On the Change View Search Procedure: Batch Determ. MM: Overview screen, make the following entries: Mvtype 261 Movement Type description GI for order S Special stock description Search YB0001 Check Batch X

3. Choose Save and go back

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

.5.2.1.2 Use

Defining Inventory Management Search Procedure

This step defines an Inventory Management search procedure.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SM34 with Customizing Object VVC_T683_XX_ME Logistics - General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Inventory Management Search Procedure

2. On the Change View Procedures: Overview screen, choose New entries. 3. On the New Entries: Overview of Added Entries screen enter the following: Procedure YB0001 Description Goods Move. Search Procedure

4. Choose Save, and go back. 5. Select the entry you just made (for example, YB0001) and choose the Control data folder. 6. Make the following entries: Step Contr CTyp Description)

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SAP Best Practices 10 1

Batch Management (J19): Configuration Guide YB01 Goods Movement

5. Choose Save and go back

Result
You have defined an inventory management search procedure.

.5.2.1.3 Use

Defining Inventory Management for Strategy Types

This step defines the Inventory Management strategy types.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OMCW Logistics - General Batch Management Batch Determination and Batch Check Strategy Types Define Inventory Management Strategy Types

2. On the Change View Strategy Types (&1 &2): Overview screen, choose New Entries. 3. On the New Entries: Details of Added Entries screen, make the following entries: Field Condit. type Access Seq. Class Sort Sequence No. of splits Changes allowed Display UoM Dialog Batch Determin. Qty proposal 4. Choose Save. 5. Choose Back. Entry YB01 ME01 023_002 023_001S 3 X B X 1 Goods Movement

Result
You defined an Inventory Management strategy type.

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.5.3 PP Batch Determination and Batch Check 5.3.1 Use


The purpose of this activity is to define the process order strategy types.

Defining Process Order Strategy Types

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SM30 using Customizing Object VV_T685H_CO Logistics - General Batch Management Batch Determination and Batch Check Strategy Types Define Process Order Strategy Types

2. On the Change View Strategy Types : Overview screen, choose New Entries. 3. On the New Entries: Details of Added Entries screen, make the following entries: Field Condit. Type Access Sequence Class Sort Sequence Batch Split (changes allowed) Quantity proposal (Display UoM) Dialog Batch Determination Screen Number Status 4. Save your entries Entry YCP1 CO01 023_002 023_001S A 5000 CUA_CO Expiration Date

Result
You have defined process order strategy types.

5.3.2 Use

Defining Process Order Search Procedure

The purpose of this activity is to define a process order search procedure.

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Procedure
Access the activity using one of the following navigation options: Transaction Code IMG Menu OPLG Logistics - General Batch Management Batch Determination and Batch Check Batch Search Procedure Definition Define Process Order Search Procedure

On the Change View Procedures : Overview screen, press New entries and make the following entries: Strategy Type YCP001 3. Choose Back. 4. Select your entry (for example, YCP001) and choose the Control folder 5. On the Change View Contol: Overview screen make the following entries: Step 10 Contr 1 CTyp YCP1 Description) Expiration Date Description Expiration Date

6. Choose Save and go back

Result
You have defined a process order search procedure.

5.3.3 Use

Defining Checking rule for production

The purpose of this activity is to define the checking rule for the production

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OPJL Production Shop Floor Control Operations Availability Check Define Checking Rule

2. On the Change View checking rule : Overview screen, choose New Entries and make the following entries: ChR Y8 3. Save your entries Description CH checking rule

Result
You have defined checking rule Y8.

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5.3.4 Use

Defining Scope of check

The purpose of this activity is to define the scope of check

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OPJJ Production Shop Floor Control Operations Availability Check Define Scope of Check

2. On the Change View Availability check control : Overview screen, choose New Entries and make the following entries: Availability check CH Stocks Include safety stock StockIn Transfer Incl.qualityinsp.stock Checking rule Y8 Replenishment lead time check without RLT In/outward movements Incl. purchase orders Incl. purch. requisitions Incl. dependent reqs Include reservations Include sales reqmts Include deliveries Incl. depen. reservat. 3. Save your entries. A

Result
You have defined the scope of check.

.5.4 SD Batch Determination and Batch Check 5.4.1 Use


The purpose of this activity is to define Sales and Distribution strategy types.

Defining Sales and Distribution Strategy Types

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Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics - General Batch Management Batch Determination and Batch Check Strategy Types Define Sales and Distribution Strategy Types

2. On the Change View Strategy Types (&1 &2): Overview screen, choose New Entries. 3. On the Make Entries: Details of Added Entries screen, make the following entries: Strategy Type YBP1 Access Sequence SD01 Quantity proposal (Display UoM) B 4. Choose Save. 5. Choose Back. Description Material Class 023_002 Dialog Batch Determination Sort Sequence 023_001S Screen Number 3000 Batch Split 3 Status CUA_V Changes allowed

Result
You have defined Sales and Distribution strategy types.

5.4.2 Use

Defining Sales and Distribution Search Procedure

The purpose of this activity is to define a Sales and Distribution search procedure.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics - General Batch Management Batch Determination and Batch Check Strategy Types Define Sales and Distribution Search Procedure

2. On the Change View Procedures: Overview screen, choose New Entries and make the following entries: Procedure YBP001 Description SD Search Proc for Material

3. Select your entry (for example, YBP001) and choose the Control folder. 4. Make the following entries:

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SAP Best Practices Step 10 Contr 0

Batch Management (J19): Configuration Guide CTyp YBP1 Description) Material

5. Choose Save and go back

Result
You have defined a Sales and Distribution search procedure.

5.4.3 Use

Allocating SD Search Procedure/Activating Check

This step allocates the SD search procedure and activates the check.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SM30 with Customizing Object V_T683C Logistics - General Batch Management Batch Determination and Batch Check Batch Search Procedure Allocation and Check Activation Allocate SD Search Procedure/Activate Check

2. On the Change View Search Procedure for Batches: Determination in Sales Docs screen, choose New Entries. 3. On the New Entries: Overview of Added Entries screen, make the following entries: Sales Org. BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 Distribution Channel 01 01 01 01 01 02 02 02 02 02 03 03 03 03 03 Division 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 Sales DocType DL KB FD SO OR DL KB FD SO OR DL KB FD NL SO Search Procedure YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 Check Batch

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SAP Best Practices BP01 BP0X BP0X BP0X BP0X BP0X BP0X 4. Choose Save. 5. Choose Back. 03 03 03 03 03 03 03 01 01 01 01 01 01 01

Batch Management (J19): Configuration Guide OR DL KB FD NL SO OR YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001

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

5.4.4 Use

Activating Automatic Batch Determination in SD

The purpose of this activity is to activate automatic batch determination in SD.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics - General Batch Management Batch Determination and Batch Check Activate Automatic Batch Determination in SD

2. on the Choose Activity screen, choose Activate Automatic Batch Determination for Delivery Item Cat. 3. On the Change View automatic Batch Determination for Delivery Item Categorie screen, make the following entries: Item Category KLN NLC NLN TAN TANN TAQ 4. Choose Save. 5. Choose Back. Description Free of Charge Item InterCo Stock Tr.Itm StandStockTransItem Standard Item Free of Charge Item Pric.at Header Level Automatic Batch Determination

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Result
You activated automatic batch determination in SD.

.5.5 Batch Split Processing in SD 5.5.1 .5.5.1.1 Use


This step defines item categories.

Sales Orders with Batch Split Defining Item Categories

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu VOV7 Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories

2. On the Change View Maintain Item Categories: Overview screen, choose New Entries. 3. Make the following entries: Item Category YG05 Pricing X 4. Choose Save. 5. Choose Back. Description Business Item Scheduling Lines Allowed Weight/Volume relevant Determine Cost

Batch Split Item Screen Seq.Grp N

Result
You have defined item categories.

.5.5.1.2 Use

Maintaining Copying Control (Sales to Sales Document)

The purpose of this activity is to maintain the copying control.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code VTAA

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SAP Best Practices IMG Menu

Batch Management (J19): Configuration Guide Sales and Distribution Basic Functions Free Goods Maintain Copying Control

2. On the Change View Header: Overview screen choose the icon Display / Change. 3. Choose New Entries and make the following entries: Tgt FD Sales Doc Type Deliv.Free of Charge From OR Sales Doc Type Standard Order

4. Go back, select your entry (for example FD) and choose Item. 5. Choose New entries, make the following entries and Save: Item Category YG05 Item Category YG05 Update Document Flow Description Batch Split Item Description Batch Split Item Pricing Type G Copying requirement 303 DataT 151 DataT 102 DataT 002

Result
You have maintained copying control.

5.5.2 .5.5.2.1 Use

Deliveries with Batch Split Defining Item Categories for Deliveries

The purpose of this activity is to define item categories for deliveries.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OVLP Logistics Execution Shipping Deliveries Define Item Categories for Deliveries

2. On the change view Delivery item categories: Overview screen choose New entries and make the following entries: Item Category YG05 Document category Description Batch Split Item Mat. No. 0 allowed Check Quantity 0 Check Minimum Relevant for picking StLocation required

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Batch Management (J19): Configuration Guide Qty.

J Determine SLoc

AutoBatchDeterm

3. Save your entries and go back.

Result
You have defined item categories for deliveries.

5.5.3 .5.5.3.1 Use

Billing of Batch Split Items Maintaining Copying Control For Billing Documents

The purpose of this activity is to maintain the copying control for billing documents.

Procedure
1. Access the activity using one of the following navigation options: Transaction Code IMG Menu VTFL Sales and Distribution Billing Billing Documents Maintaining Copying Control for Billing Documents

2. On the Choose Activity screen, choose Copying control: Delivery document to billing document. 3. On the Display View Header: Overview screen, choose Display/Change. 4. Choose New Entries. 5. On the New Entries: Details of Added Entries screen, make the following entries: Tgt F2 F8 Billing Type Invoice Pro Forma Inv f Dlv Intercompany Billing 6. Choose Save, and go back. 7. On the Change View Header: Overview screen, select the line with Target and Source set to F2 and LF. 8. Double-click the Item folder. 9. On the New Entries: Details of Added Entries screen, choose Change-display, and then New Entries. 10. Make the entries shown in the first line of the Item Table below. Source LF LF NLCC Delivery Type Delivery Delivery Outbound delivery IN

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SAP Best Practices Item Table Tgt Source Item Copying requirements 004 010 018 Data transfer VBRK 000 000 000

Batch Management (J19): Configuration Guide

Data transfer VBRK/ VBRB 001 000 000

Data transfer KOMV 000 000 000

Pricing Type

Pos. Neg. Quantity +

Billing Quantity

F2 F8

LF LF NLCC

YG05 YG05 YG05

G G B

G H

11. Repeat steps 6. through 10. for the other rows in the Item Table. 12. Choose Save.

Result
You have maintained the copying control for billing documents.

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