Post on 16-Jan-2016
description
B M
1 Purpose
This config. guide provides the information you need to set up the config. of this
building block manually.
If you do not want to configure manually and prefer an automated installation process using BC
Sets and other tools, refer to the installation guide of this building block.
2 Preparation
2.1 Prerequisites
Before you start installing this scenario, you must install prerequisite building blocks. For more
information, see the Building Block Prerequisites Matrix for SAP Best Practices Baseline
Package.
3 BM General
3.1 Defining Batch Level
Use
This transaction enables you to set the batch level for BM. 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.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code OMCE
IMG menu Logistics - General ®BM® Specify Batch Level
and Activate Status Mangmnt
2. Choose Batch Level.
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3. On the Define Batch Level screen, choose Batch unique at material level and choose Save
(Ctrl + S).
4. If the system displays any warning messages, continue by choosing Enter.
Result
The batch level has been set to the material level.
3.2 Activating Status Mangmnt
Use
The purpose of this activity is to set the BM to active status in the client.
Prerequisites
The batch level should be set before the BM is set to active.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code OMCS
IMG menu Logistics - General ®BM® Specify Batch Level
and Activate Status Mangmnt
2. Choose Batch status Mangmnt.
3. Choose Batch status Mangmnt active.
4. Choose Save (Ctrl + S).
Result
The batch level status has been activated.
3.3 Converting Batch Level
Use
The purpose of this activity is to activate 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 config. and creation of master data is begun.
Procedure
1. Access the activity using one of the following navigation options:
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Transaction code OMCT
IMG menu Logistics - General ®BM® Specify Batch Level
and Activate Status Mangmnt
2. On the Batch definition screen, choose Batch level ®Conversion.
3. In the dialog box, choose No. The status bar will display a notification of success.
Result
The batch level has been converted.
3.4 Converting Status Mangmnt
Use
This activity converts the BM status to active.
Prerequisites
The status of BM has been set from inactive to active.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code OMCT
IMG menu Logistics - General ®BM® Specify Batch Level
and Activate Status Mangmnt
2. Choose Batch status Mangmnt® Conversion.
3. In the dialog box, choose Yes to run the conversion in test mode. If this test run is
successful, you should run the conversion directly, choosing No.
Result
The batch status level has been converted.
3.5 Activating Internal Batch Number Assignment
Use
The purpose of this activity is to set the internal number assignment of batches to automatically
active.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code OMCZ
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IMG menu Logistics - General ®BM ® Batch Number
Assignment ® Activate Internal Batch Number Assignment
2. Choose Activate batch number assignment.
3. Choose Automatic batch number assignment active and choose Save (Ctrl + S).
4. In the Prompt for Local Workbench Request dialog box, choose Create request.
5. In the Create Request dialog box, in Short Description, enter a short description (for
example, J05 Activities), then choose Save (Ctrl + S).
6. Choose Continue (Enter).
7. Choose Back (F3).
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.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Logistics - General ® BM ® Batch Number
Assignment ®Activate Internal Batch Number Assignment
2. Choose the activity Internal Batch Number Assignment for Assigned Goods Receipt.
3. On the Change View “Internal Batch Number Assignment for Assigned Goods Receipt”
screen, make the following entries:
Plant Bch no. automatic f. GR w. acctAssg
Plant_1 (1000) X
Plant_2 (1100) X
4. Choose Save.
3.7 Updating LOBM Standard Characteristics (only
Expiration Date)
Use
The purpose of this activity is to copy 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 BMSM
IMG menu Logistics - General ®BM® Batch Valuation ®
Update Standard Characteristics
2. In the Update the Standard Features dialog box, choose Yes.
3. On the Copy Object Lists between clients screen, choose Back (F3).
4. On the Maintaining Standard Characteristics with objects dependencies screen, choose
Back (F3).
Result
You have copied the LOBM standard characteristics from client 000 into your development client.
4 Essential Master Data
4.1 General Master Data for Batch Determination and
Batch Check
4.1.1 Creating Characteristics (FIFO only)
Use
The purpose of this activity is to prepare the master data for the search strategy.
Procedure
1. Access the activity using one of the following navigation options:
SAP ECC menu Logistics ®Central Functions ® Variant config. ®
Environment ®Classification ®Master Data ®Characteristics
Transaction code CT04
2. Create class characteristic YB_FIFO Internal Batch Number FIFO with the following entries:
Field name Input
Characteristic Name YB_BATCH_NUMBER
Basic Data
Description Batch Number
Data Type CHAR
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Field name Input
Number of Chars 10
Single Value X
Additional Data
Table Name MCH1
Field Name CHARG
3. Save your entries.
4. Create class characteristic YB_BATCH_SUPPLIER_BATCH_NO Vendor Batch Number
with the following entries:
Field name Input
Characteristic Name YB_ SUPPLIER_BATCH_NUMBER
Basic Data
Description Vendor Batch Number
Data Type CHAR
Number of Chars 15
Single Value X
Additional Data
Table Name MCH1
Field Name LICHA
5. Save your entries.
Result
The class characteristics YB_FIFO and YB_BATCH_SUPPLIER_BATCH_NO are created.
4.1.2 Creating Classes (FIFO and Expiration Date)
Use
The purpose of this activity is to prepare the master data for the search strategy.
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.
The class YB_BATCH is used for the FIFO search strategy.
Procedure
1. Access the activity using one of the following navigation options:
SAP ECC menu Logistics ® Central Functions ® Variant config. ®
Environment ®Classification ® Master Data ®Classes
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Transaction code CL01
2. Enter the class and the class type as follows, choose Create and maintain the other
necessary master data manually.
Class Class
type
Description Characteristic Characteristic Characteristic
YB_BATCH 023 Batch FIFO YB_BATCH_N
UMBER
YB_SUPPLIER
_BATCH_NUM
BER
YB_EXP_DATE_00
1
023 Products with
Expiration Date
LOBM_VFDAT
YB_EXP_DATE_00
2
023 Search class with
expiration date
LOBM_RLZ LOBM_LFDAT LOBM_VFDAT
3. Save your entries.
Result
The materials are later assigned to class 023_001 (YB_EXP_DATE_001) or YB_BATCH in the
material masters. 023_002 (YB_EXP_DATE_002) is used in the batch determination search
strategies for SD and PP/PI.
4.1.3 Creating Sort Sequences (FIFO and Expiration Date)
Use
The purpose of this activity is to create 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 YB_EXP_DATE_SORT. FIFO-sorting is sorting batches first-in-first-out.
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:
SAP ECC menu Logistics ® BM ® Batch Determination ®
Selection and Sort ®Sort Rule ® Create
Transaction code CU70
2. To maintain the necessary master data manually, enter the sort sequence as follows, choose
Enter and make the following entries:
Sort sequence Description Status Characteristic name
YB_FIFO_SORT Sorting rule batch number 1-Released YB_BATCH_NUMBER
YB_EXP_DATE_SORT Sorting rule expiration date 1-Released LOBM_VFDAT
In Russia: ‚MHD’
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3. Save your entry.
Result
The sort sequences were created.
5 config. of BM
5.1 config. for BM General
5.1.1 Activating Batch Classification for Goods Movements in
IM
Use
The purpose of this activity is to activate batch classification for goods movements in IM.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code OMCV
IMG menu Logistics - General ®BM ® Batch Valuation ®
Valuation for Goods Movement in Inventory Mangmnt ®
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 (Ctrl + S):
Movement Type Batch Classification
101 4
102 4
103 1
105 4
131 4
132 4
301 4
302 4
305 4
309 4
310 4
311 1 (changed from 4 to 1)
315 4
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Movement Type Batch Classification
319 4 (new)
321 3
323 3
325 4
342 4
451 4
453 4
501 1
503 4
505 4
511 4
521 4
523 4
525 4
531 4
541 3
543 3
561 4
562 4
563 4
565 4
651 3
653 3
655 3
Result
You have activated batch classification for goods movements in IM.
5.1.2 Making Settings for Batch Where-Used List
Use
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:
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Transaction code SPRO
IMG menu Logistics - General ®BM ® Batch Where-Used
List ® Make Settings for Batch Where-Used List
2. On the Batch Where-Used List: Overview screen, make the following entries and choose
Save:
Plant Description BaWU synchron. posting
PLANT_1
(1000)
Production Plant X
PLANT_2
(1100)
Distribution Plant X
Result
You have made settings for the batch where-used list.
5.1.3 Setting Expiration Date Check for Plant (Expiration Date
only)
Use
The purpose of this activity is to set the expiration date check for relevant plants.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code OMJ5
IMG menu Logistics - General ®BM® Shelf Life Expiration
Date (SLED) ®Set Expiration Date Check
2. On the Activate/Deactivate Expiration Date Check screen, choose Plant.
3. On the Change View “Activate Exp.Date View per Plant, Mvnt Type”: Overview screen, make
the following entries:
Plnt BBD/ProdDt
PLANT_1 (1000) X
PLANT_2 (1000) X
4. Choose Save.
Result
The expiration date is activated for the selected plants.
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5.1.4 Setting Expiration Date Checks for Movement Types
(Expiration Date only)
Use
The purpose of this activity is to 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.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code OMJ5
IMG menu Logistics – General ® BM ® Shelf Life
Expiration Date (SLED) ® Set Expiration Date Check
2. Choose Movement Type.
3. On the Change View “Expiration Date per Movement Type”: Overview screen, make the
following entries:
Movemnt Type Check SExpDate
101 1
105 1
123 1
305 1
315 1
501 1
503 1
505 1
511 1
521 1
523 1
525 1
531 1
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Movemnt Type Check SExpDate
561 1
563 1
565 1
4. Choose Save.
Result
The expiration date is required as input for the selected movement types and is checked when
entered.
5.2 config. for Batch Determination and Batch
Check
5.2.1 MM Batch Determination and Batch Check
5.2.1.1 Defining Inventory Mangmnt Strategy Types (FIFO
& Expiration Date)
Use
The purpose of this activity is to define the Inventory Mangmnt strategy types.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Logistic - General ® BM ®Batch
Determination and Batch Check ® Strategy Types ® Define
Inventory Mangmnt Strategy Types
2. On the Change View “Strategy types (&1&2)”: overview screen, choose New Entries and
make the following entries:
Field name Description User action and values Note
Condit. type YB11
Description BP: Batch number
Access seq. ME01
Selection
Class YB_BATCH
Sorting
Sort sequence YB_FIFO_SORT
Batch split
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Field name Description User action and values Note
No. of splits Leave empty
Changes allowed X
Quantity proposal
Display UoM A
Dialog Batch
Determin.
Leave empty
Qty proposal Leave empty
3. Choose Save (Ctrl + S).
4. On the Change View “Strategy types (&1&2)”: overview screen, choose New Entries and
make the following entries:
Field name Description User action and values Note
Condit. type YB12
Description BP: Expiration date
Access seq. ME01
Selection
Class YB_EXP_DATE_002
Sorting
Sort sequence YB_EXP_DATE_SORT
Batch split
No. of splits 3
Changes allowed X
Quantity proposal
Display UoM B
Dialog Batch
Determin.
X
Qty proposal Leave empty
5. Choose Save (Ctrl + S).
6. Choose Back (F3).
5.2.1.2 Defining Inventory Mangmnt Search Procedure
Use
The purpose of this activity is to define batch search procedures for production orders and the
areas Inventory Mangmnt, Warehouse Mangmnt, and Sales and Distribution.
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Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Logistic - General ® BM ®Batch Determination
and Batch Check ® Batch Search Procedure Definition ®
Define Inventory Mangmnt Search Procedure
2. On the Change View “Procedures”: overview screen, choose New Entries and make the
following entries:
Procedure Description
YB0001 BP: Search procedure
3. Select your entry (for example, YB0001) and choose Control data.
4. Make the following entries:
Step Contr CTyp
10 1 YB11
20 1 YB12
5. Choose Save (Ctrl + S).
6. Choose Back (F3).
Result
You have defined an inventory Mangmnt search procedure.
5.2.1.3 Allocating IM Search Procedure/Activating Check
Use
The purpose of this activity is to allocate the IM search procedure and activates the check.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code OMCG
IMG menu Logistic - General ® BM ®Batch Determination
and Batch Check ® Batch Search Procedure Allocation and
Check Activation ®Allocate IM Search Procedure /Activate
Check
2. On the Change View “Search Procedures: batch determine. MM”: overview screen, choose
movement type 261 (GI for order) and make the following entries:
MvT Movment Type Text S Special Stock
description
Search Check batch
261 GI for order YB0001 X
3. Choose Save (Ctrl + S).
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4. Choose Back (F3).
Result
You have allocated the IM search procedure and activated the check.
5.2.2 PP Batch Determination and Batch Check
5.2.2.1 Defining Production Order Strategy Types (FIFO &
Expiration Date)
Use
The purpose of this activity is to define the process order strategy types.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Logistic - General ® BM ®Batch
Determination and Batch Check ® Strategy Types ® Define
Production Order Strategy Types
2. On the Change View “Strategy types (&1&2)”: overview screen, choose New Entries and
make the following entries:
Field name Description User action and values Note
Condit. type YB11
Description BP: Batch number
Access seq. C001
Selection
Class YB_BATCH
Sorting
Sort sequence YB_FIFO_SORT
Batch split
No. of splits Leave empty
Changes allowed X
Quantity proposal
Display UoM A
Dialog Batch
Determin.
Leave empty
Qty proposal Leave empty
3. Choose Save (Ctrl + S).
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4. On the Change View “Strategy types (&1&2)”: overview screen, choose New Entries and
make the following entries:
Field name Description User action and values Note
Condit. type YB12
Description BP: Expiration date
Access seq. C001
Selection
Class YB_EXP_DATE_002
Sorting
Sort sequence YB_EXP_DATE_SORT
Batch split
No. of splits 3
Changes allowed X
Quantity proposal
Display UoM B
Dialog Batch
Determin.
X
Qty proposal Leave empty
5. Choose Save (Ctrl + S).
6. Choose Back (F3).
Result
You have defined process order strategy types.
5.2.2.2 Defining Production / Process Order Search
Procedure
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Logistic - General ® BM ®Batch Determination
and Batch Check ® Batch Search Procedure Definition ®
Define Production Order Search Procedure
2. On the Change View “Procedures”: overview screen, choose New Entries and make the
following entries:
Procedure Description
YB0001 BP: Search procedure
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3. Choose Back (F3).
4. Select your entry (for example, YB0001) and choose Control.
5. Make the following entries:
Step Contr CTyp
10 1 YB11
20 1 YB12
6. Choose Save (Ctrl + S)
7. Choose Back (F3).
Result
You have defined a production order search procedure.
5.2.3 SD Batch Determination and Batch Check
5.2.3.1 Defining Sales & Distribution Strategy Types (FIFO &
Expiration Date)
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Logistic - General ® BM ®Batch Determination
and Batch Check ® Strategy Types ® Define Sales &
Distribution Strategy Types
2. On the Change View “Strategy types (&1&2)”: overview screen, choose New Entries and
make the following entries:
Field name Description User action and values Note
Condit. type YB11
Description BP: Batch number
Access seq. SD01
Selection
Class YB_BATCH
Sorting
Sort sequence YB_FIFO_SORT
Batch split
No. of splits Leave empty
Changes allowed X
Quantity proposal
Display UoM A
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Field name Description User action and values Note
Dialog Batch
Determin.
Leave empty
Qty proposal Leave empty
3. Choose Save (Ctrl + S).
4. On the Change View “Strategy types (&1&2)”: overview screen, choose New Entries and
make the following entries:
Field name Description User action and values Note
Condit. type YB12
Description BP: Expiration date
Access seq. SD01
Selection
Class YB_EXP_DATE_002
Sorting
Sort sequence YB_EXP_DATE_SORT
Batch split
No. of splits 3
Changes allowed X
Quantity proposal
Display UoM B
Dialog Batch
Determin.
X
Qty proposal Leave empty
5. Choose Save (Ctrl + S).
6. Choose Back (F3).
Result
The SD batch search strategy types have been created.
5.2.3.2 Defining Sales and Distribution Search Procedure
Use
The purpose of this activity is to define batch search procedures for production orders and the
areas Inventory Mangmnt, Warehouse Mangmnt, and Sales and Distribution.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
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IMG menu Logistic - General ® BM ®Batch Determination
and Batch Check ® Batch Search Procedure Definition ®
Define Inventory Mangmnt Search Procedure
2. On the Change View “Procedures”: overview screen, choose New Entries and make the
following entries:
Procedure Description
YB0001 BP: Search procedure
3. Select your entry (for example, YB0001) and choose Control data.
4. Make the following entries:
Step Contr CTyp
10 1 YB11
20 1 YB12
5. Choose Save (Ctrl + S).
6. Choose Back (F3).
Result
You have defined an SD search procedure.
5.2.3.3 Allocating SD Search Procedure/Activating Check
Use
The purpose of this activity is to allocate the IM search procedure and activates the check.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Logistic - General ®BM ® 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. Distribution Channel Division Sales
DocTyp
e
Search
Procedur
e
Chec
k
Batch
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
DL YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
FD YB0001 X
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Sales Org. Distribution Channel Division Sales
DocTyp
e
Search
Procedur
e
Chec
k
Batch
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
KB YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
OR YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
SO YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
YBFD YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
YBRE YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
DL YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
FD YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
KB YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
OR YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
SO YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
DL YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
FD YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
KB YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
NL YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
OR YB0001 X
SALES_ORG1
(1000)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
SO YB0001 X
Sales Org. Distribution Channel Division Sales
DocTyp
e
Search
Procedur
e
Chec
k
Batch
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
DL YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
FD YB0001 X
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Sales Org. Distribution Channel Division Sales
DocTyp
e
Search
Procedur
e
Chec
k
Batch
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
KB YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
OR YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
SO YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
YBFD YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L1 (10)
DIVISION
1 (10)
YBRE YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
DL YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
FD YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
KB YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
OR YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L2 (20)
DIVISION
1 (10)
SO YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
DL YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
FD YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
KB YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
NL YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
OR YB0001 X
SALES_ORG1
(1100)
DISTRIBUTION_CHANNE
L3 (30)
DIVISION
1 (10)
SO YB0001 X
4. Choose Save.
Result
You have allocated the SD search procedure and activated the check.
5.2.3.4 Defining Item Categories for Batch Sub Items
Use
SAP Best Practices BM (117): config. Guide
© SAP AG Page 27 of 40
The purpose of this activity is to define the item categories YB99 and YB98 (return) for batch split
items.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Sales and Distribution ®Sales ® Sales Documents ®Sales
Document Item ® Define Item Category
2. On the Change View “Maintain Item Categories”: Overview screen, choose Position.
3. Enter TAN in the input field Item category in the Another entry dialog box.
4. Choose Continue (Enter).
5. On the Change View “Maintain Item Categories”: Overview screen, mark the line of item
category TAN and choose Copy As…(F6).
6. On the Change View “Maintain Item Categories”: Details of Selected Set screen, make the
following entries (do not overwrite or delete existing field values):
Field name Description User action and values Note
Item Category YB99 - Batch Sub Item
7. Choose Enter.
8. Confirm the Dependent entries for copying control dialog box with Enter.
9. Save your entries.
10. On the Change View “Maintain Item Categories”: Overview screen, choose Position.
11. Enter REN in the input field Item category in the Another entry dialog box.
12. Choose Continue (Enter).
13. On the Change View “Maintain Item Categories”: Overview screen, mark the line of item
category REN and choose Copy As…(F6).
14. On the Change View “Maintain Item Categories”: Details of Selected Set screen, make the
following entries (do not overwrite or delete existing field values):
Field name Description User action and values Note
Item Category YB98 – Batch Sub Item
Billing
Relevance
A
Determine Cost No
15. Choose Enter.
16. Confirm the Dependent entries for copying control dialog box with Enter.
17. Save your entries.
18. Choose Back (F3).
5.2.3.5 Activating Automatic Batch Determination in SD (Item
SAP Best Practices BM (117): config. Guide
© SAP AG Page 28 of 40
Cat Delivery)
Use
The purpose of this activity is to activate automatic batch determination in SD.
General Information: The Automatic Batch Determination can be done either on
Sales order level or in the delivery. When you assign the Batch already in the Sales
Order a batch split is not possible. The standard config. foresees the Automatic
Batch Determination in the Delivery.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code SPRO
IMG menu Logistics - General ®BM ® Batch Determination
and Batch Check ® Activate Automatic Batch Determination in SD
2. Choose Activate Automatic Batch Determination for Delivery Item Cat and make the following
entries:
Item Category Description Automatic Batch
Determination
KBN Consignment Fill-up X
KLN InterCo Stock Tr.Itm X
NLC StandStockTransItem X
NLN Free of Charge Item X
RTTC SPE Ret.pos.to Cust. X
RTTR SPE Ret.pos.Over. X
TAN Standard Item X
TAQ Pric.at Header Level X
YBAB Standard Item IM X
YBAO Standard Item X
YBEN Free of Charge Exps X
YBLN Order BOS/Std Item X
YB99 Batch Sub Item X
3. Choose Save (Ctrl + S).
4. Choose Back (F3).
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© SAP AG Page 29 of 40
5.3 Batch Split Processing in SD
5.3.1 Deliveries with Batch Split
5.3.1.1 Defining Item Category Determination in Deliveries
Use
The purpose of this activity is to define item category determination in deliveries.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code 0184
IMG menu Logistics Execution ® Shipping ® Deliveries ®Define Item
Category Determination in Deliveries
2. On the Change View “Delivery item category determination”: Overview screen, choose New
Entries.
3. Make the following entries:
DlvT ITCG Usg. ITMC ITMC
LF ERLA CHSP KLN KLN
LF ERLA CHSP NLC NLC
LF ERLA CHSP NLN NLN
LF ERLA CHSP YBLN YBLN
LF NORM CHSP YB99
LF NORM CHSP KLN KLN
LF NORM CHSP NLC NLC
LF NORM CHSP NLN NLN
LF NORM CHSP TANN TANN
LF NORM CHSP YBLN TAN
NL ERLA CHSP NLN NLN
NL NORM CHSP NLN NLN
NLCC ERLA CHSP NLC NLC
NLCC NORM CHSP NLC NLC
LR NORM CHSP YB98
4. Choose Save (Ctrl + S).
5. Choose Back (F3).
SAP Best Practices BM (117): config. Guide
© SAP AG Page 30 of 40
5.3.1.2 Foreign Trade: Defining Procedures and Setting
Default Values
Use
In this step the proposal for foreign trade procedure is set.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code OVE7
IMG menu Sales and Distribution ® Foreign Trade/Customs ®Basis Data
for Foreign Trade ® Define Procedures and Default Values
2. Choose Define procedure default.
3. Choose New Entries.
4. Define Procedure Default.
Field name Description User action and values Note
Country RU
SOrg. Sales Organization 1000
Distr. Chl. Distribution
Channel
10
Division 10
Exp/ImpGrp. Blank
Item cat. YB98
Procedure 10000
5. Choose Next Entry.
6. Define Procedure Default.
Field name Description User action and values Note
Country RU
SOrg. Sales
Organization
1100
Distr. Chl. Distribution
Channel
10
Division 10
Exp/ImpGrp. Blank
Item cat. YB98
Procedure 10000
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© SAP AG Page 31 of 40
7. Choose Next Entry.
8. Define Procedure Default.
Field name Description User action and values Note
Country RU
SOrg. Sales
Organization
1000
Distr. Chl. Distribution
Channel
10
Division 10
Exp/ImpGrp. Blank
Item cat. YB99
Procedure 10000
9. Choose Next Entry.
10. Define Procedure Default.
Field name Description User action and values Note
Country RU
SOrg. Sales Organization 1100
Distr. Chl. Distribution
Channel
10
Division 10
Exp/ImpGrp. Blank
Item cat. YB99
Procedure 10000
11. Save your entries.
5.3.2 Billing of Batch Split Items
5.3.2.1 Maintaining Copy Control for Billing Documents
Use
The purpose of this activity is to maintain the copy control for billing documents.
Procedure
1. Access the activity using one of the following navigation options:
Transaction code VTFL
IMG menu Sales and Distribution ®Billing ® Billing Documents ®Maintaining
Copying Control for Billing Documents
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© SAP AG Page 32 of 40
2. Choose Copying control: Delivery document to billing document.
3. Choose Display/Change. On the Change View “Delivery item category determination”:
Overview screen, choose New Entries. Make the following entries:
Target
Billing
Type
From
delivery
type
Item
Category
Copying
requirements
Data
transfer
VBRK
Data
transfer
VBRK/
VBRP
Data
transfer
KOM
V
Pricing
Type
Pos.
Neg.
Quantity
Billing
Quantity
F2 LF KLN 004 000 001 000 G + G
F2 LF TAN 004 000 007 000 G + G
F2 LF TANN 004 000 001 000 G + G
F2 LF YBLN 004 000 001 000 G + G
F8 LF KLN 010 000 000 000 G H
F8 LF TAN 010 000 000 000 G H
F8 LF TANN 010 000 000 000 G H
F8 LF YBLN 010 000 000 000 G H
IV NLCC NLC 018 000 000 000 B + G
IV NLCC NLN 018 000 000 000 B + G
YBRE LF YB98 004 000 001 000 G +
F8 LR YB99 010 000 000 000 G G
4. Choose Save (Ctrl + S).
6 Master Data
6.1 Material Master
6.1.1 Creating Material Master: Assigning Class (FIFO & EXP
DATE)
Use
The purpose of this activity is to create the classification view of batch managed trading materials,
for example, Trade21 (H21) and Trade22 (H22). The class assignment of the process specific
materials is done in the scenario level.
Class YB_BATCH is used for FIFO searched batches.
Class YB_EXP_DATE_001 is used for expiration date searched batches.
Procedure
SAP Best Practices BM (117): config. Guide
© SAP AG Page 33 of 40
1. Access the activity using one of the following navigation options:
SAP ECC menu Logistics ® Materials Mangmnt ® Material Master ®
Material ®Create (General) ® Immediately
Transaction code MM01
2. On the Create Material (Initial Screen) screen, enter TRADE21 (H21) in input field Material
and choose Enter.
3. Choose Enter to confirm the information message.
4. On the Select view(s) screen, mark the view Classification and choose Enter.
5. On the Class type (1) screen, select class type 023 and double-click.
6. On the Classification screen, enter class YB_BATCH (FIFO) in input field Class and choose
Enter.
7. Choose Save (Ctrl + S).
8. Repeat steps 1 to 7 using material TRADE22 (H22) and class YB_EXP_DATE_001 (EXP
DATE).
6.1.2 Changing Material Master: Activating Batch
Mangmnt
Use
The purpose of this activity is to activate BM for trading materials TRADE21 (H21
or H22). Activation of BM for process specific materials is done in the scenario
level.
Prerequisite
The materials TRADE21 (H21 or H22) must be virgin, that means they must not have stocks and
must not be used in any documents, to be able to make them relevant to BM.
Procedure
1. Access the activity using one of the following navigation options:
SAP ECC menu Logistics ® Materials Mangmnt ® Material Master ®
Material ®Change ® Immediately
Transaction code MM02
2. On the Change Material (Initial Screen) screen, enter TRADE21 (H21) in input field Material
and choose Select view(s).
3. On the Select view(s) screen, mark view General Plant Data / Storage 1 and choose
Organizational levels.
4. On the Organizational levels screen, enter PLANT_1 (1000) in input field Plant and choose
Enter.
5. On the Change Material TRADE21 (H21) screen, select the checkbox BM
(checkbox must be flagged).
6. Choose Save (Ctrl + S).
SAP Best Practices BM (117): config. Guide
© SAP AG Page 34 of 40
7. Repeat steps 1-6 with