Beruflich Dokumente
Kultur Dokumente
Batch Determination
Define Batch Determination
Batch Determination is used in inventory management, production, sales and
distribution, warehouse management. It is used to select batches and allocate the
same in a manufacturing order or in an outbound delivery or in a goods issue/goods
transfer in inventory management.
In Production, Sales & Distribution, in inventory management or in warehouse
management, batch determination is used to search and allocate batches for the
components in production order/process order or to search and allocate the delivery
batches in a customer based outbound delivery or to search for batches and allocate
batches in goods issues.
The tools that batch determination uses is the determination condition techniques
based on the condition tables, access sequence and strategy types. These condition
types are enough to choose and allocate batches. Though additionally batch
determination uses selection classes and its characteristics values to choose
batches and/or uses sorting rules to choose sort batches while selection based on
characteristics and its values.
We have already learnt in batch derivation documentation, how the search
procedures condition techniques help in searching the sending batches and
receiving batches and thus derive the transfer of characteristics values. Similarly you
can use the search procedures techniques to search and select batches during
batch determination.
SAP Batch Determination Condition Techniques
Batch Search Strategy holds multiple access sequences, though not assigned in any
sequential priority. The assignment of the strategy types is separately for IM,
Production, WM and Sales.
The strategy types or condition types are assigned in priority in the next step called
Batch Search Procedure Definition.
The strategy types configuration holds the selection criteria and the sort rules used
in batch determination techniques.
Strategy types are used ultimately to create the batch search master data or batch
search condition record so that the system would know the exact level at which
search for batches is to be carried out along with the selection/sort rules of these
batches.
It is obvious that batch search strategy is used to search batches on certain rules,
because you want to automate the process and do not want it to do it manually for
each and every batch. Thus you have to aid the system in putting in a decision such
as - search all the batches of a given plant or search all the batches of a given set of
material at a plant or search batches for a given component or etc.
Additionally the system gets a help from the selection criteria or the sort rules to
select and sort the batches for a characteristics value. Though the selection criteria
and the sort rules are optional if the condition tables and the strategy types are
enough to search and assign the batches to the business objects. The selection and
sort rules can be defined separately and assigned to the strategy type. See the
explanation below:
Create Selection class (Optional in Batch Determination) Selection class is used
to help the system choose a certain batch based on the characteristics and their
fixed values. Therefore when you create a selection in SAP using transaction code
BMC1 (BMC2/BMC3).
You would then assign the selection class to the strategy and use the same in the
condition record master data. In the condition records you need to enter the required
fixed values against any class characteristics that you would want to use to search
the batches.
Create Sort Rules (Optional in Batch Determination) Sort Rules are used to help
the system sort the batches for the given class characteristics. When you create the
sort rules in Batch determination, you would select the characteristics on which you
would want to sort the batches for selection and assignment to an object. The
characteristics on which the sort rules are based upon (LAST_GR) is shown in the
screen-shot below.
Step 1:
Enter the Strategy Type For example C001 in Production order Scenario
Step 2:
Press Enter
Step 3: A Key combination is provided by the system to choose from. Choose a Key
combination for which you want to create the condition record for. The Key
combination in this case is Order type + Plant + Component.
Step 4: Enter the Values for the order type, plant and the component combination for
which you want the system to search the batches during batch determination. Also
enter the Validity Period for which the Batch Master Strategy would be valid and can
be used by the system.
Enter the values of the following fields while creating the batch strategy master data
or you can also have the values of these fields brought in from the Batch strategy
type configuration
Number of allowed Batch splits Enter the allowed number of batch splits
during batch determination. Batch splits specifies the number of batches that
can be picked so as to satisfy the requirement quantity.
Select the Change allowed indicator If you want the number of batch splits
to be flexible and it can be changed as per the situation, so as to satisfy the
quantity required.
Over delivery Allowed If you select this indicator, the batch split can pick up
batches whose batch quantity could possibly exceed the requirement quantity.
UOM to display the batch quantities in, during the batch determination
process. It could be in stock keeping UOM or in unit of entry of the document.
Select the Dialog for Batch determination If the batch determination is run
in the foreground and if you want the results of batch determination to pulledup in a dialog box, you should select this indicator. Forget this indicator if
batch determination is always carried out in the background.
Selection Type Specifies the following options which are self explainable.
N
O
F
Step 5: If you are working with selection classes, you can assign the characteristics
values for which you want the system to select the batches during batch
determination as shown in the screen shot below.
If you are working with Sort rules as well, you can assign a sort rule (create the sort
rule before you create the Batch Search Strategy).
For the Batch Determination to work in production order for the components, you
should have a value for the batch entry field. The values if set to 3 will carry out
batch determination automatically and if set to blank will not carry out batch
determination for the components in the production.
Batch Determination in Logistical areas
If selection rules and sort rules are to be applied for determination of batches,
the components should be classified with a class. Most of the times the
selection is on Batch Class. Though you can select on the basis of any other
class.
For the batch search procedure to work as per your conditions records, selection
rules and sort rules, you should configure batch determination in Production order
and/or Process order (as per the type of manufacturing set up) and maintain the
required master data:
a) Create the required configuration for Batch search procedures using the
path - Logistics >>> Batch Management >>> Batch Determination and Batch
Check
b) Then assign Production order and/or Process order Batch search
procedure to the Order type and Plant combination using the path -Logistics >>> Batch Management >>> Batch Determination and Batch Check
>>> Batch Search Procedure Allocation and Check Activation >>> Assign
Search Procedures to Production and Activate Check
c) Create condition records in the front end using transaction code COB1
(Change/Display - COB 2/ COB3)
Example:
As a simple example, you would want to manufacture a product M1 with batch
managed components C1, C2, C3; out of which you would like to have the system
automatically select batches for the product C3 based on the following rules:
The selection classes and the sort rules can be illustrated as below:
pH = <=3
COLOR = RED
LOBM_RLZ = < 100 Days (Remaining Shelf Life for Batch)
LOBM_ZUSTD = Released (Standard Characteristics for Batch
Status)
Though please note that use of selection class is optional; this example uses
selection class since the business process demands.
Depending upon the batch master strategy or the condition record created for
a given production order or process order strategy type (for example with a
key combination = Manufactured Material + Plant + Component) and
depending upon the selection class rules set for the selection classes, the
system would select the component batches.
Selection of the component batches should also be based on a FIFO Sort rule
(First In First Out) so that the component batches lying in stock do not age
out. To do this you would create the sort rule with a Characteristics
LOBM_HSDAT (Date on which batch was produced) placed in ascending
order and FIFO_LAST_GR_DATE (which is a reference characteristics
referencing the field last GR data MCHA + LWEDT) also placed in
ascending order of selection.
ZSORT_SEQ_1
Sequence
Production
Characteristics
LOBM_HSDAT
FIFO_LAST_GR_DATE
Order
Component
Selection
Sort
Ascending/descending
Ascending
Ascending
Example:
If you want to carry out batch determination for all the materials that are sold out of
the plant through an outbound delivery, then you can create a condition technique
with or without the selection classes and sort rules. Though in outbound delivery
batch determination, most of the customers would mandatorily base their batch
allocation on selection classes, values of the characteristics in these classes and
sort rules.
The selection classes and the sort rules can be illustrated as below:
Though please note that use of selection class is optional; this example uses
selection class since the business process demands.
Ascending/descending
Ascending
Ascending
On the other hand, if you have forgotten to enter any batch determination condition
techniques or if you have forgotten to assign them to the movement types, the
system would eventually carry out an availability checks and choose a batch for you
(for which you would have to put an asterisk - *, in the batch field while creating the
goods movement.
Use in Inventory Management - When you create the goods issues, you can enter an
Asterisk * in the Batch Field and expect the system to throw up a batch number.
Putting an asterisk would provide an available batch number from the stock or
provides a batch number as per the batch search condition techniques set. And if
you have forgotten to configure batch determination in inventory management, the
system would search the batches based on standard availability checks and provide
you with a batch number.