Configuration steps for automatic Batch determination in delivery

By Bageerath Cheryala, Answerthink

To trigger the batch number in the delivery document automatically we need to do necessary configuration and
master data maintenance.

1. Batch management works on condition technique, menu path: SPRO à Logistics General à Batch
management à Batch determination and Batch check.

Here we need to create new strategy types if necessary and access sequence if necessary, and also batch
search procedure if necessary

2. Allocate the SD batch search procedure using the menu path: SPRO à Logistics General à Batch
management à Batch determination and Batch check à Batch Search Procedure Allocation and check
activation à Allocate SD search procedure/Activate check.
3. Activate Automatic Batch Determination in SD using menu path: SPRO à Logistics General à Batch
management à Batch determination and Batch check à Activate Automatic Batch Determination in SD. Here
we have two options, 1. To activate batch determination for sales order item and 2. is to activate batch
determination for delivery item, upon the requirement we can activate at both the places,

But in general batch are activated only at delivery item level.

4. If we need shelf life expiration date for the batch we need to create a class using “t code: CL01”, type in a
name for the class and select the class type as “023 – Batch” and maintain the characteristics as
LOBM_VFDAT and LOBM_HSDAT (this for production).

5. Once the class is created go to material master under classification tab and maintain the class created.
6. One more important setting in the material master is to check the batch management. This need to be done
before you process the material for orders.

7. Go to create batches for materials using t code: MSC1N or menu path: SAP Easy
Access à Logisticsà Central Functions à Batch Management à Batch à Create/change/display.

You can create new batches for the materials and also maintain the Shelf life expiration date (SLED) in the
batch master.

8. so as to determine the batch automatically we need to maintain a condition record for batch search strategy
type using t code: VCH1 or menu path: SAP Easy Access à Logistics à Central Functionsà Batch
 Management à Batch Determination à Batch Search Strategy à for sales and
distributionà create/change/display.

During the maintenance, maintain the class also in the condition record.

These steps will automatically trigger batch management during delivery processing. System will allot
the batch automatically upon the availability of the stock in the batch.