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Home>SAPBatchManagementandClassificationSystem>

SAPBatchDetermination

Contents
1BatchDetermination
1.1DefineBatch
Determination
1.2SAPBatch
Determination

StudyMaterialContributedbyUlhasKavleSeniorSAPConsultant

ConditionTechniques
1.3IllustrationofBatch

SAPBatchDetermination

Determination
ConditionTechnique

BatchDetermination

Configuration
1.4Prerequisitefor
SAPBatch

DefineBatchDetermination

BatchDeterminationisusedininventorymanagement,production,sales
and distribution, warehouse management. It is used to select batches
and allocate the same in a manufacturing order or in an outbound
deliveryorinagoodsissue/goodstransferininventorymanagement.

In Production, Sales & Distribution, in inventory management or in

warehouse management, batch determination is used to search and
allocatebatchesforthecomponentsinproductionorder/processorderor
to search and allocate the delivery batches in a customer based
outbounddeliveryortosearchforbatchesandallocatebatchesingoods
issues.

The tools that batch determination uses is the determination condition

techniquesbasedontheconditiontables,accesssequenceandstrategy
types.Theseconditiontypesareenoughtochooseandallocatebatches.
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.

DeterminationinSAP
PP/WM
2BatchDetermination
inLogisticalareas
2.1Batch
DeterminationIn
Production
2.2Batch
DeterminationIn
SalesandDistribution
2.3Batch
DeterminationIn
Inventory
Management


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
techniquestosearchandselectbatchesduringbatchdetermination.

SAPBatchDeterminationConditionTechniques

SAPBatchDeterminationConditionTechniques

You can follow the steps as below to create Batch Search Procedure
Techniques:

FirstStepCreateBatchDeterminationConditiontables

Batch determination condition tables once created become the key

combination fields for searching batches. Eventually the condition
recordsorsearchstrategiesarecreatedasmasterdatabasedonthese
key combinations. The Condition Tables are created separately for IM,
Production,WMandSales.

SecondStepCreateBatchDeterminationAccesssequence

Batch determination access sequences have multiple condition tables

(keycombinations)assignedinasequenceofpriority.Thisfacilityallows
youtocreatedataformanykeycombinationssothatevenifthesearch
of batches fails on the first key combination condition the rest in the
priority would help in search. The Access Sequences are created
separately for IM, Production, WM and Sales. The below screenshot
showsallthescreensinvolvedintheaccesssequenceconfiguration.

ThirdStepCreateBatchStrategyTypes

Batch Search Strategy holds multiple access sequences, though not

assignedinanysequentialpriority.Theassignmentofthestrategytypes
isseparatelyforIM,Production,WMandSales.

Thestrategytypesorconditiontypesareassignedinpriorityinthenext
stepcalledBatchSearchProcedureDefinition.

Thestrategytypesconfigurationholdstheselectioncriteriaandthesort
rulesusedinbatchdeterminationtechniques.

Strategytypesareusedultimatelytocreatethebatchsearchmasterdata
or batch search condition record so that the system would know the
exactlevelatwhichsearchforbatchesistobecarriedoutalongwiththe
selection/sortrulesofthesebatches.

It is obvious that batch search strategy is used to search batches on

certainrules,becauseyouwanttoautomatetheprocessanddonotwant
it to do it manually for each and every batch. Thus you have to aid the
systeminputtinginadecisionsuchassearchallthebatchesofagiven
plant or search all the batches of a given set of material at a plant or
searchbatchesforagivencomponentoretc.

Additionallythesystemgetsahelpfromtheselectioncriteriaorthesort
rules to select and sort the batches for a characteristics value. Though
theselectioncriteriaandthesortrulesareoptionaliftheconditiontables
and the strategy types are enough to search and assign the batches to
the business objects. The selection and sort rules can be defined
separatelyandassignedtothestrategytype.Seetheexplanationbelow:

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
selectioninSAPusingtransactioncodeBMC1(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
needtoentertherequiredfixedvaluesagainstanyclasscharacteristics
thatyouwouldwanttousetosearchthebatches.

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,
youwouldselectthecharacteristicsonwhichyouwouldwanttosortthe
batchesforselectionandassignmenttoanobject.Thecharacteristicson
whichthesortrulesarebasedupon(LAST_GR)isshowninthescreen
shotbelow.

FourthStepCreateaBatchSearchprocedure

A Batch Search procedure holds multiple strategy types assigned in

sequential priority. The Batch search procedure thus becomes the final
configuration which holds the total search configuration together. The
BatchSearchProceduresarecreatedseparatelyforIM,Production,WM
andSales.

Fifth Step Batch Search Procedure Allocation and Check

Activation

In this step you allocate the batch search procedure to the respective
modules. In the case of inventory management, the Batch search
procedures are assigned to the Movement types. In the case of
production or process order, the batch search procedures are assigned
to the production plants and order types. In the case of Sales and
Distribution the Batch Search Procedures are assigned to the Sales
AreasandSalesdocumenttype.InthecaseofWarehouseManagement,
the Batch Search procedures are assigned to the Warehouse number
and they can be also assigned to the warehouse number + Movement
typecombination.


The below screen shot shows the batch search procedure assigned to
various SAP logistical areas. There are 4 screens illustrated in one
screenshotbelow.

Sixth Step Creation of Batch Search Condition records or Batch

SearchStrategy

When the entire configuration for batch search condition techniques is

done,youwouldcreatetheBatchsearchconditionrecordsusingvaried
transactioncodes:

ForInventorymanagementMBC1Create,MBC2Change,MBC3
Display
ForProductionorder/ProcessorderCOB1Create,COB2Change,
COB3Display
For Sales and Distribution VCH1 Create, VCH2 Change, VCH3
Display
ForWarehouseManagementLS51Create,LS52Change,LS53
Display

The Batch Determination Search Strategy or Condition records can be

createdasbelow:

Step1:

Enter the Strategy Type For example C001 in Production order

Scenario

Step2:

PressEnter

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
combinationforwhichyouwantthesystemtosearchthebatchesduring
batch determination. Also enter the Validity Period for which the Batch
MasterStrategywouldbevalidandcanbeusedbythesystem.

Enterthevaluesofthefollowingfieldswhilecreatingthebatchstrategy
master data or you can also have the values of these fields brought in
fromtheBatchstrategytypeconfiguration

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

requirementquantity.

SelecttheChangeallowedindicatorIfyouwantthenumberof
batch splits to be flexible and it can be changed as per the
situation,soastosatisfythequantityrequired.

Over delivery Allowed If you select this indicator, the batch split
can pick up batches whose batch quantity could possibly exceed
therequirementquantity.

UOM to display the batch quantities in, during the batch

determinationprocess.ItcouldbeinstockkeepingUOMorinunit
ofentryofthedocument.

Select the Dialog for Batch determination If the batch

determinationisrunintheforegroundandifyouwanttheresultsof
batchdeterminationtopulledupinadialogbox,youshouldselect
thisindicator.Forgetthisindicatorifbatchdeterminationisalways
carriedoutinthebackground.

RoutinesYoucanassignRoutinestohelpinquantityproposal.If
there is no special routine that you have created for batch
determinationthenyoucansetthisfieldwithadefaultvalueas1.
RoutinesinSAPwouldcarryoutcertainfunctions.Forexampleyou
can write a routine to select the batches in batch determination
based on your own special rules and logics which cannot be
coveredbysearchprocedures,selectionclassesandsortrules.

Selection Type Specifies the following options which are self

explainable.

N
O
F

Immediateselectionaccordingtoselectioncriteria
Noselectionatbeginningofbatchdetermination
Selectionwithnoselectioncriteria
Selectioncriteriacannotbechangedinbatchdetermination

Step 5: If you are working with selection classes, you can assign the
characteristics values for which you want the system to select the
batchesduringbatchdeterminationasshowninthescreenshotbelow.

If you are working with Sort rules as well, you can assign a sort rule
(createthesortrulebeforeyoucreatetheBatchSearchStrategy).


IllustrationofBatchDeterminationConditionTechniqueConfiguration

This particular Illustration of Batch determination condition techniques

configurationisshownforSAPPP/PPPI.

Step4:CreateBatchSearchProcedure
0010CO000110ZP01(ExistingStandardSAPBatchSearchStrategy)
0010ZP000110ZP01(AssignhereBatchSearchStrategyZ001)

Step3:CreateBatchSearchStrategy
Z001(AssignHereAccessSequenceZ001)
C001(ExistingStandardSAPSearchStrategy)

Step2:CreateAccessSequence
0010Z00110901ZCD1(AssignHereCondition
TablesZCD1)
0010Z00120902ZCD2(AssignHereCondition
TablesZCD1)
0010Z00130903ZCD3(AssignHereCondition
TablesZCD1)

Step1:CreateConditionTable
901ZCD1(ChooseHereConditionFieldsfromaset
provided)

ChooseConditionFields
Plant

Step1:CreateConditionTable
902ZCD2(ChooseHereConditionFieldsfromaset
provided)

ChooseConditionFields
Component+Plant

Step1:CreateConditionTable
903ZCD3(ChooseHereConditionFieldsfromaset
provided)

ChooseConditionFields
Ordertype+Plants+ManufacturedMaterial+
Component

PrerequisiteforSAPBatchDeterminationinSAPPP/WM

PrerequisiteforSAPBatchDeterminationinSAPPP/WM

When you want to use batch determination in SAP PP/WM you should
alsousetheBatchEntryFieldinMRP3View:


For the Batch Determination to work in production order for the
components, you should have a value for the batch entry field. The
valuesifsetto3willcarryoutbatchdeterminationautomaticallyandif
settoblankwillnotcarryoutbatchdeterminationforthecomponentsin
theproduction.

BatchDeterminationinLogisticalareas

BatchDeterminationinLogisticalareas

BatchDeterminationInProduction

Batch determination is used in production to search for component

batchesintheproductionorderorintheprocessordercomponentlist.It
alsoreservesthebatchesfortheproductionorder.Thesebatchesonce
assignedgetincludedinthereservationlistcreatedfortheorder.

The selection of inventoried component batches can be based on the

simple batch search procedure techniques with or without the selection
classandsortrules.

Determination of batches can be an automatic procedure or can be

triggeredmanually.

Notethat:

Thecomponentsshouldbebatchmanaged

Ifselectionrulesandsortrulesaretobeappliedfordetermination
ofbatches,thecomponentsshouldbeclassifiedwithaclass.Most
ofthetimestheselectionisonBatchClass.Thoughyoucanselect
onthebasisofanyotherclass.

Forthebatchsearchproceduretowork as peryour conditions records,

selectionrulesandsortrules,youshouldconfigurebatchdetermination
in Production order and/or Process order (as per the type of
manufacturingsetup)andmaintaintherequiredmasterdata:

a)CreatetherequiredconfigurationforBatchsearchprocedures
using the path Logistics >>> Batch Management >>> Batch
DeterminationandBatchCheck

b) Then assign Production order and/or Process order Batch

searchproceduretotheOrdertypeandPlantcombinationusing
the path Logistics >>> Batch Management >>> Batch
Determination and Batch Check >>> Batch Search Procedure

AllocationandCheckActivation>>>AssignSearchProceduresto
ProductionandActivateCheck

c) Create condition records in the front end using transaction

codeCOB1(Change/DisplayCOB2/COB3)

Example:

Asasimpleexample,youwouldwanttomanufactureaproductM1with
batchmanagedcomponentsC1,C2,C3outofwhichyouwouldliketo
have the system automatically select batches for the product C3 based
onthefollowingrules:

Theselectionclassesandthesortrulescanbeillustratedasbelow:

SelectBatcheswhichhasaselectionclass(BatchClass)calledas
=ZCOMPONENT.Thisbatchclassshouldhavebeenassignedto
thecomponent

The Values of the following characteristics are entered while

creating the selection class. The other characteristics which exist
intheclassarenotusedforselectionpurpose.

pH=<=3
COLOR=RED
LOBM_RLZ=<100Days(RemainingShelfLifeforBatch)
LOBM_ZUSTD = Released (Standard Characteristics for
BatchStatus)

Though please note that use of selection class is optional this

example uses selection class since the business process
demands.

Dependinguponthebatchmasterstrategyortheconditionrecord
createdforagivenproductionorderorprocessorderstrategytype
(for example with a key combination = Manufactured Material +
Plant+Component)anddependingupontheselectionclassrules
set for the selection classes, the system would select the
componentbatches.

Selection of the component batches should also be based on a

FIFO Sort rule (First In First Out) so that the component batches
lyinginstockdonotageout.Todothisyouwouldcreatethesort
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
referencingthefieldlastGRdataMCHA+LWEDT)alsoplacedin
ascendingorderofselection.

ZSORT_SEQ_1 Production Order Component Selection

SortSequence

CharacteristicsAscending/descending
LOBM_HSDATAscending
FIFO_LAST_GR_DATEAscending

BatchDeterminationInSalesandDistribution

Batchescanbeassignedtothequantitybasedcontractsorinquotations
early in the process so that they can be reserved for the customer.
Though assigning to these objects can lock your inventory, thus
disallowingittobeusedforanyothercustomerdelivery.

Similarly in the sales order, you can assign the batches through
automatic determination based on condition techniques supported by
selection classes and/or sort rules. You could have the determination
donemanuallyaswellinthesalesorder.

AssignmentofthebatchestotheSalesordersisrequiredifthecustomer
requests batches of a certain specification set or if you want to choose
batchesinthesalesorderbasedoncertainsortrulesorbasedoncertain
characteristicsvaluesmaintainedbyyoutoclassifytheinventory.

SincethereisnoBatchSplitinSalesorderBatchdeterminationallowing
the system to assign multiple partial batches, the system finds itself
incompetent to assign multiple partial batches to satisfy the sales order
line item demand. Even though with such as shortfall in functionality, if
you still want to allocate batches to the sales order line item through
Batch determination you can do so and call the batch selection screen
through manual batch determination and have the batches chosen
manuallytosatisfythequantities.

Whereas In Outbound Deliveries, you can use Batch determination and

havethesystemallocatebatchesorpickthebatches.TheGoodNewsis
that outbound delivery has the functionality of Batch split and allocation
of multiple batches to satisfy the sales order line item quantity. Having
Batchdeterminationlateinthesalesbusinessprocesswouldmakesure
thattheinventoryisnotlockedupforaverylongtime.

Batchdeterminationintheoutbounddeliveriescanbetriggeredmanually
orcanbeautomatedaspertheconfiguration.Youcanalsochangethe
determined batches and overwrite the same till they are issued to the
customer.

Batch Determination in outbound deliveries can be made using the

conditiontechniques,theselectionclassesandthesortrules.Followthe
example below to know more about batch determination in outbound
deliveries.

Forthebatchsearchproceduretowork as peryour conditions records,

selectionrulesandsortrules,youshouldconfigurebatchdetermination
inSalesandDistributionandsetuptherequiredmasterdata:

d)CreatetherequiredconfigurationforBatchsearchprocedures
using the path Logistics >>> Batch Management >>> Batch
DeterminationandBatchCheck

e)ThenassignSalesandDistributionBatchsearchprocedureto
thesalesareaanddocumenttypeusingthepathLogistics>>>
Batch Management >>> Batch Determination and Batch Check
>>>BatchSearchProcedureAllocationandCheckActivation>>>
AllocateSDSearchProcedure/ActivateCheck

f) Create condition records in the front end using transaction

codeVCH1(Change/DisplayVCH2/VCH3).

Example:

Ifyouwanttocarryoutbatchdeterminationforallthematerialsthatare
soldoutoftheplantthroughanoutbounddelivery,thenyoucancreatea
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,valuesofthecharacteristicsintheseclassesandsortrules.

Theselectionclassesandthesortrulescanbeillustratedasbelow:

SelectBatcheswhichhasaselectionclass(BatchClass)calledas
=ZCOMPONENT.

The Values of the following characteristics are entered while

creating the selection class. The other characteristics which exist
intheclassarenotusedforselectionpurpose.

LOBM_RLZ=<20Days(RemainingShelfLifeforBatch)
LOBM_ZUSTD = Released (Standard Characteristics for
BatchStatus)

Though please note that use of selection class is optional this

example uses selection class since the business process
demands.

Selectionofthefinishedproductbatchesshouldalsobebasedona
FIFOSortrule(FirstInFirstOut)sothatthebatcheslyinginstock
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_2 Outbound Delivery Selection Sort

Sequence

CharacteristicsAscending/descending
LOBM_HSDATAscending
FIFO_LAST_GR_DATEAscending

BatchDeterminationInInventoryManagement

It is logical that for all the movement types which are involved in goods
issue,youwouldwanttosearchforbatchesfrominventory.Thebusiness
processes can be goods issue to production order or process order,
transferposting,returntosupplieretc.

Forthebatchsearchproceduretoworkasperyourconditionsrecords,
selectionrulesandsortrules,youshouldconfigurebatchdetermination
ininventorymanagementandsetuptherequiredmasterdata:

g)CreatetherequiredconfigurationforBatchsearchprocedures
using the path Logistics >>> Batch Management >>> Batch
DeterminationandBatchCheck

h)ThenassignInventorymanagementbatchsearchprocedureto
the movement types using transaction code OMCG (Logistics
>>> Batch Management >>> Batch Determination and Batch
Check >>> Batch Search Procedure Allocation and Check
Activation>>>AllocateIMSearchProcedure/ActivateCheck)

i) Create condition records in the front end using transaction

codeMBC1(Change/DisplayMBC2/MBC3).

If you want to be generic, you can have the condition tables set at the
Plant level or Movement type + Plant level whereas if you want to be
more specific or detailed you can have the condition tables set at
Movementtype+Plant+Materiallevel.

Ontheotherhand,ifyouhaveforgottentoenteranybatchdetermination
condition techniques or if you have forgotten to assign them to the
movement types, the system would eventually carry out an availability
checksandchooseabatchforyou(forwhichyouwouldhavetoputan
asterisk*,inthebatchfieldwhilecreatingthegoodsmovement.

UseinInventoryManagementWhenyoucreatethegoodsissues,you
can enter an Asterisk * in the Batch Field and expect the system to
throwupabatchnumber.Puttinganasteriskwouldprovideanavailable
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
provideyouwithabatchnumber.

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