Post on 02-Jan-2016
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
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Definition:-
Transferring batch characteristics values or batch master fields from the sender batch to the
receiving batch is called “Batch Derivation”. The component batches can pass on their Field
values/characteristics values to the manufactured batch.
Events at which the copy of characteristics values to the manufactured batch is possible =
- At Goods Receipt of the manufactured quantities
- At Release of order
- At Usage Decision
- At Batch Creation
- You can use batch derivation to transfer, offer for selection, or display the batch master and
classification data for the components used to produce in-house production batches. The
following applies:
- Component batches can be senders of data (component B, D, G).
- Produced batches can be receivers of data (component B, A).
- A component can be a sender and a receiver (component B).
- To be able to derive batch data, you must have set up the batch where-used list. The Post
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
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CHVW synchronously indicator must be set in Customizing for the batch where-used list.
Derivation works along the batch where-used list. In other words, only those component batches are
included that have been used in the produced batch. When evaluating the batch where-used list, the
system takes existing and planned goods movements into account.
- Batch derivation is performed using condition technique. You maintain the receiver-sender
relationships in the strategy records for the batch derivation application, or in the bill of
material for the selection BOM items.
- Constraints:
- You cannot transfer a produced batch to a component batch.
- In the standard system, you cannot perform derivation in connection with order networks,
because the batch where-used list cannot evaluate the links.
Batch Derivation Types:-
Derivation direction: Depending on the actual usage, it may be advisable to start derivation of batch
data from the component or product. However, the values are transferred from the component to the
product, in other words, in the same direction as the quantity flow:
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
3
• Pull derivation (1 receiver, n senders):-
Derivation of batch data can be implemented in the following scenarios:
- Filling: A batch of a material is produced, and is used to fill various containers before the results
are available for the quality inspection. If you have specified the bulk batch, these results should
be copied to the container batches.
- You can map this requirement using a push derivation. Here, the specifications from a batch are
copied to several receiver batches.
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
4
• Push derivation (n receivers, 1 sender):-
Derivation of batch data can be implemented in the following scenarios:
- Pick and Pack: The expiration date of the unpacked material should be copied to the packed
material. Labels are usually printed for the end product packaging before the expiration date
can be determined using the goods receipt from production. The derivation can be used to
determine the expiration date before the goods receipt from production, which can then be
printed on the packaging label.
- You can also use derivation to check whether the expiration date on the packaging is not greater
than the expiration date of the included components.
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
5
Configuration Steps:-
Step 1:- Activate Batch Where used list
You must activate the Batch where used list, in the configuration with the BaWU
Synchron. Posting indicator on– Allowing the system to figure out the sending batches and the
sending characteristics values.
There is no Transaction code for this, you have go to
Logistic General � Batch � Batch Where Used List.
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
6
Step 2:- Batch Derivation Activation
Use the following path or transaction code DVSP
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
7
Step 3:- Setting Batch Derivation Search Procedure Techniques
It becomes really impossible for us to inform the system about the sending batch number (for
each and every batch) and the characteristics/rules to transfer to the receiving batch number/s.
Thus we use the batch search procedures and conditions records to direct the system so that for all
the sending material batches at the “plant” level should be considered in the search and its data
should be transferred to the receiving material batches. A similar condition record should be set for
the receiving side so that all the material batches at the “receiving plant” level should be considered
in the search and they should receive the characteristics data. Setting the sending condition on
“sending plant” and the receiving condition on the “receiving plant” is just an example. You could
define the levels at which condition records should be defined through the standard condition table
and access sequence configuration
SAP makes it easier for the users to make various combinations of levels for the sending party
and the receiving party, to do this you should choose the condition fields as supplied by SAP and
create a condition table and use these tables or key combinations to assign them in an access
sequence with priorities. This suggests that you can make use of more than one key combination
assigned in priorities so that if the condition record for one combination is not found, the system
can make use of the next condition record to search for the sending batches and the receiving
batches involved in the transfer.
Once the Condition tables, access sequences, strategy types, and search procedures are
configured for the sending party and the receiving party, you should then create condition records
at the defined levels or defined key combination, for the sending party and the receiving party.
For example
If the sending key combination or sending condition record is to be defined at the “sending
material-plant” level, then you should define the “actual sending material and the “sending plant”
in the condition records and the characteristics involved in the transfer.
On the other hand you should also define the condition records key combination for the receiving
party, for example if you make a definition at the “receiving material-receiving plant level”; you
should enter the actual receiving material and the receiving plant involved in the derivation, to help
the system to search for the receiving batches.
While you create the receiving condition records, you should maintain a set of transfer specific
rules i.e., if the sender field/characteristics value is empty or the sender is overwriting any existing
characteristics values in the receiving batch then should it error out the transfer or issue an warning
or do nothing and on the other hand you can direct the system to send minimum/ maximum/
average value of the sender characteristics if there are more than one sender batches or more than
one value is defined for the characteristics in the sending batch.
The Batch derivation procedures and the condition records, for the sending party and the
receiving party, which are set, it helps the search for all the concerned sending batches and the
receiving batches, and identifies the rules defined in them, so that the characteristics values can be
transferred to the receiving batches.
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
8
a) Create Sending Condition table:-
SAP provides a set of standard key combination sets or preconfigured sending condition tables.
Conditions tables are created with a combination of conditions field all provided. You cannot add
your own field. Each Condition table contains a key combination.
You can alternatively create your own sending key combination/condition tables other than that
provided by SAP as shown above, by creating a custom sending condition table. Following set of
sending conditions fields can be used to create your own sending key combination or sending
condition table
Transaction code DSC1
Receiver Material
Receiver Material Type
Sender Material
Sender Material Type
Sender Plant
The key combinations or condition tables (for the sender) as provided by
Standard SAP are as below:
Sender Material Number (Table 010)
Sender Material Type (Table 011)
Receiving material + sending material (Table 012)
Receiving material type + sending material type (Table 013)
Sending Plant (Table 502)
You can create your own condition table
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
9
Click here to
generate table
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
10
b) Create Receiving Condition Tables
SAP provides a set of standard key combinations set in preconfigured receiving condition tables.
Conditions tables are created with a combination of conditions field all provided. You cannot add
your own condition field. Each Condition table contains a key combination.
You can alternatively create your own receiving key combination/condition tables other than
that provided by SAP as shown above, by creating a custom receiving condition table. Following set
of receiving conditions fields can be used to create your own key combination or receiving condition
table.
Transaction code DRC1
Material Number
Material Type
Receiving Plant
The key combinations or condition tables (for receiver) as provided by Standard
SAP are as below:
Receiving Material Number (Table 001)
Receiving Material Type (Table 002)
Receiving Plant (Table 501)
You can create your own condition table
Generate table here
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
11
c) Create Sender Access sequence:-
Create Sender access sequence so as to help in searching the attributes of the sender batches.
Some field key combinations or sending condition tables are already grouped together in priority
sequence in the standard SAP Batch derivation access sequence “BDS1”.
The field combination which are set in a priority sequence in the configuration represent the
field key combination that would be used to create the master data for sending party, which in-turn
would help in searching the attributes of the sender batches.
If you choose to create your own access sequence, you may do so; when you do that you have
to assign the sending condition tables in your own defined priority sequence. Transaction code is
DSC5 to create access sequences in configuration.
SAP offers the following receiving condition tables (key combinations) for use in the access
sequence BDS1 arranged in a priority:
10 Receiving material + sending material (Table 012)
20 Sender Material Numbers (Table 010)
30 Sending Plant (Table 502)
You can create your own sending access sequence arranged in a required access sequence:
Select access and double click on Fields
Create sequence, select
sequence ad click on
accesses
Assign table
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
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Access sequence gets generated, save it.
Select access sequence and
click on utilities
Enter data as shown and
click on execute
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
13
e) Create Receiver Access Sequence:-
Create search for the attributes of the receiver batches. Some field key combinations or
receiver condition tables are already set up in the standard SAP Batch derivation access
sequence “BDR1”.
The receiver condition tables which are set in a priority sequence in the configuration represent
the field key combination that would be used to create the condition record master data for
receiving party, containing the characteristics and rules, which in-turn would help in searching the
attributes of the receiver batches.
If you choose to create your own receiver access sequence, you may do so; when you do that
you have to assign the receiver condition tables in your own defined priority sequence.
Transaction code is DRC5
SAP offers the following receiving condition tables for use in the access sequence
BDR1 arranged in a priority sequence:
10 Receiving Material Number (Table 001)
20 Receiving Material Type (Table 002)
30 Receiving Plant (Table 501)
You can create your own receiving access sequence arranged in a required access sequence:
Do all similar steps as done for sending condition
Access sequence for receiving condition will generate after you execute
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
14
f) Create Sending Condition type: - Sending Condition types is created to assign the
sending access sequence to it. Standard SAP already has done this for you.
In SAP, the standard sending condition type BDS1 is created and assigned to the standard sending
access sequence BDS1.
Transaction code is DSC6
Create condition type and
assign access sequence to it
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
15
g) Receiver Condition Type: - Receiver condition types are created to assign the receiving
access sequence to it. Standard SAP already has done this for you.
In SAP, the standard receiving condition type BDS1 is created and assigned to the standard receiving
access sequence BDS1.
Transaction code is DRC6
Same way create condition type and assign access sequence to it.
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
16
h) Sending Batch Derivation Search Procedure: - Sending Batch Derivation Search
Procedure contains the sending Condition type.
Various condition types are assigned in a priority sequence for use for searching the sending
batches and its data.
Note: You can choose to assign more than one condition type set in a priority while building a
search procedure.
Transaction code is DSC7
Create search procedure
and assign condition type to
it
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
17
i) Receiver Batch Derivation Search Procedure: - Receiver Batch Derivation Search
Procedure contains the receiving Condition type.
The various condition types are assigned in a priority sequence for use for searching the receiving
batches.
Note: You can choose to assign more than one condition type set in a priority while building a
search procedure.
Transaction code is DRC7.
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
18
Step 4:- Define Batch Derivation Event:-
Defining derivation event would tell the system of a business event to trigger batch derivation, i.e.,
a point in time to transfer batch characteristics values from a sender batches to a receiver batches.
The transaction code to configure the derivation events is DVC8.
To configure the batch derivation event, the following information is fed to the system:
A) When do you want to trigger the batch derivation?
The answer to this question decides when you would wish to trigger the batch derivation
• Release of production/process order
• Goods receipt from production/process order
• Usage Decision
• Manual Batch Derivation
• Batch Master Creation
B) What would be the Sender/Receiver Batch Determination Procedure?
The answer to this question decides the search of the sender batch and the receiver batches to
copy/compute the batch characteristics values for the receiver batches.
- Assign a Sender Batch Derivation Search Procedure
- Assign a Receiver Batch Derivation Search Procedure
C) What is the type of Batch Derivation?
The answer to this question decides what would be the type of Batch Derivation that is required for
business use.
- Static batch derivation transfers the characteristics values of the sender batches to the
receiver batches. A derivation log is generated in the derivation Monitor.
- Dynamic batch derivation does not transfer the characteristics values of the sender batches to
receiver batches, it only simulates the transfer. The receiving batches are not automatically updated
with the transferred values; you would have to manually change it.
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
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D) Do you want to display the batch derivation result?
The answer to this question decides whether the derivation results are displayed.
• Display in Errors
• Hide when ok
• Always Display
• Always Hide
Following steps can be followed to implement batch derivation in your organization:
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
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Step 5:- Creating Sending Condition records
When you configure the system till the creation of batch derivation search procedures for both
sending and receiving parties, you would eventually create the master data for the sending
conditions. To create the sending condition records you should follow the process as below using
the transaction code DVS1
Choose the batch derivation strategy from the drop down � Choose a key combination as set
in access sequence � and then create the sending batch derivation strategy master data by
entering values for the condition fields of the key combination � Enter the characteristics that you
would want to transfer the values from the sending batches � Save.
There is not much of data entry when you create the sending condition record apart from
assigning the characteristics for which values are to be transferred to the receiving batches.
You can set master data for more than one key combination (a key combination decides the
master data level at which the master data is created), but the system at the time of execution
would first access the first condition key combination and check whether the master data exists for
the sending batches, if the sending batches are not found using the first sending condition record
master data, the system would check whether the master data for the sending batches exists for
the second key combination condition and if the batches are not found using the master data under
the second sending condition records then it will go to the next key combination in the access
sequence and search whether master data for the sending batches is created for the third key
combination, so on and forth.
Go to transaction code DVS1, enter strategy type, and press enter.
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
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Enter material number which will act as sender, select it and go to details
Enter field/characteristic
which you want to transfer
If you want to activate
push derivation, click
here to activate
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
22
Step 6 Create Receiving Condition Records:-
When you configure the system till the creation of batch derivation search procedures for both
sending and receiving parties, you would eventually create the master data for the receiving
conditions. To create the receiving condition records you should follow the process as below using
the transaction code DVR1
Enter receiving strategy type and press enter.
Choose the batch derivation strategy from the drop down � Then choose a key combination as set
in access sequence � and then create the receiving batch derivation strategy master data by
entering values for the condition fields of the key combination � Assign the characteristics for
which you want to receive the characteristics values � Assign rules for the characteristics.
The Rules for the receiving characteristics are concerned with the following sending characteristics
attributes:
While you create the receiving condition records, you should maintain a set of transfer specific
rules i.e., if the sender field/characteristics value is empty or the sender is overwriting any existing
characteristics values in the receiving batch then should it error-out the transfer or issue an warning
or do nothing and on the other hand you can direct the system to send minimum /maximum/
average value of the sender characteristics if there are more than one sender batches or more than
one value is defined for the characteristics in the sending batch.
You can set master data for more than one key combination (a key combination decides the
master data level at which the master data is created), but the system at the time of execution
would first access the first condition key combination and check whether the master data exists for
the receiving batches, if a receiver batch derivation master data does not exists for the first key
combination and the system fails to search the receiving batches using this condition record, it
would further check whether the master data for the receiving batches is covered in the second key
combination condition and if the master data does not exists under this given condition then it will
go to the next key combination condition in the access sequence and search whether master data
for the sending batches is created for the third key combination conditions, so on and forth.
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
23
Enter receiving material number and go to details of it
Enter field/characteristic which
you want to receive
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
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Master Data:- In master data you need to assign the same characteristic to both sending and
receiving material which you want to derive, both materials must be batch managed.
Sending material
Receiving material
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
25
Goods receipt of sending material is carried out and characteristic value is assigned to the batch
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
26
Scenario 1 Manual Derivation:-
Go to DVC8 transaction and create derivation event as Manual derivation and assign receiving and
sending procedure and also you have options for hide or display result, also you can select type
static to update result.
Go to CO01 transaction create production order, in materials view you can see that material is
assigned with a batch
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
27
In header go to goods receipt tab and create batch or batch will be created automatically
depending upon configuration and release and save the order.
Select header material and batch which you have created and display in MSC3N
You will observe there is no
value assigned to
characteristic
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
28
Go to DVMAN transaction enter finished material along with batch number and execute
Select batch and click here
to do batch derivation
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
29
You will get a popup message of batch derivation log
After that you will observe that characteristic value is assigned from sender batch to the receiver
batch
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
30
Scenario 2 Automatic Batch Derivation:-
Go to DVC8 transaction and select Release process/production derivation event and assign
receiving and sending procedure and also you have options for hide or display result, also you can
select type static to update result.
Create production order go to materials tab, see batch number is assigned to material
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
31
Go to goods receipt tab and create batch or batch will be created automatically depending upon
settings you have made
As soon as you release order batch derivation carried out.
Release order
Click to see detail
result
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
32
Go to MSC3N and display material and batch
You will observe that characteristic value is copied from sending batch to receiving batch
Observe result after derivation
Batch Derivation -------------------------------------------------------------------------------------------------------------------------
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Created by: - Devidas Karad
SAP Certified PP PI Consultant
E-mail:- devidas.karad@gmail.com
33
Derivation Monitor: - Transaction DVMO