Business Process Procedures

SAP ECC 6.0 EhP3August 2008EnglishEnglish

Batch Management (117)APO

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermanyBusiness Process Documentation

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IconMeaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type StyleDescription

Example textWords or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example textEmphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXTNames of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example textScreen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXTKeys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example textExact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

Contents51Purpose

52Prerequisites

52.1Master Data and Organizational Data

62.2Business Conditions

72.3Preliminary Steps

82.4Roles

93Process Overview Table

94Business Processes

94.1Maintaining Batch Master Record

104.2Batch Information Cockpit

115Appendix

115.1Reversal of Process Steps

115.2SAP ERP Reports

125.3Frequently Asked Questions

Batch Management1 Purpose

DocumentThe purpose of this document is to explain the business process in detail. Target groups are all logistics people.ScenarioIf materials were handled in batches it might be necessary to change batch master data or to find out where a batch was used, for example, to perform a batch recall or report to government.2 Prerequisites

2.1 Master Data and Organizational Data

SAP Best Practices Standard Values

Essential master and organizational data were created in your ERP system in the implementation phase, such as the data that reflect the organizational structure of your company and master data that suit their operational focus, for example, master data for materials, vendors, and customers.These master data usually consist of standardized SAP Best Practices default values, and enable you to go through the process steps of this scenario.

Additional Master Data (Default Values)You can test the scenario with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information about creating master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

Master / Org. dataValueMaster / Org. data detailsComments

MaterialH22Trading Good for Reg. Trading (reorder point planning), batch controlled (FIFO strategy)Only use if you have activated the building blocks Batch Management (117) or Serial Number Management (126).

See sections Business Conditions and Preliminary Steps.

MaterialH21Trading Good for Reg. Trading (reorder point planning), batch controlled (Exp. Date)Only use if you have activated the building blocks Batch Management (117) or Serial Number Management (126).

See sections Business Conditions and Preliminary Steps.

MaterialF29Finished Good MTS for Process Industry (PD planning)Only use if you have activated the building blocks Batch Management (117) and Make to Stock Production Process Industry (146)See sections Business Conditions and Preliminary Steps.

MaterialF126Finished Good MTS for Discrete Industry (PD planning)Only use if you have activated the building blocks Batch Management (117) and Make to Stock Production Discrete Industry (145) with batch managementSee sections Business Conditions and Preliminary Steps.

Material R09, R19, R30, R122Raw materials for Procurement to StockOnly use if you have activated the building blocks Batch Management (117) and Procurement to Stock (130)See sections Business Conditions and Preliminary Steps.

2.2 Business Conditions

The business process described in this Business Process Procedure is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scenario:

Business conditionScenario

To run through this scenario, the materials must be available in stock and the batch master record must be created.See Preliminary Steps to create initial stock.

If you use finished goods (FERT) you can either:

run through the Make-to-Stock Production - Discrete Industry (145) process (for material F126) / the Make-to-Stock Production - Process Industry (146) process (for material F29) or

create stock using transaction MIGO (for details see chapter Preliminary Steps).Make-to-Stock Production - Discrete Industry (145) (material F126)Make-to-Stock Production - Process Industry (146) (material F29)

If you use trading materials or raw materials, you can either:

run through the Procurement to Stock (130) process or

create stock using transaction MIGO (for details see chapter Preliminary Steps).Procurement to Stock (130)

2.3 Preliminary Steps

To run through this scenario, the materials must be available in stock. Use transaction MIGO to create the required data.

Use

The purpose of this activity is to post initial stock for materials in case there is not sufficient material on stock.Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menuLogistics ( Materials Management ( Inventory Management ( Goods Movement ( Goods Movement (MIGO)

Transaction codeMIGO

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)

Business role menuWarehouse Management ( Consumption and Transfers ( Other Goods Receipts

2. On the initial screen, ensure that in the top left hand corner of the screen, the first field shows Goods Receipt and the second field shows Other. In the field in the top right hand corner, enter movement type 561 and choose Enter.

3. On the Goods Receipt Other - screen, make the following entries and choose Enter. Field nameDescriptionUser action and valuesComment

Material tab page

MaterialH21Enter a material number for a batch- controlled material; any material number can be used.

Quantity tab page

Amount

Where tab page

Plant1000

Storage location 1050

4. On the Batch tab page, enter external batch number or leave empty for internal number assignment.

5. If required, enter the date of production, for example, current date; then choose Enter:

Entry only required for materials that are controlled according to expiration date strategy.6. If material is serialized: On the Serial Numbers tab page, enter serial number. If serial number is unknown, search one by the Find icon or create new ones.

7. Choose Item OK and Post. To reverse the posting, repeat the steps with reversal movement type 562. Alternatively, cancel material document with transaction MBST.

Result

You have posted a material to stock and created a batch record.2.4 Roles

Use

The following roles must have been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Procedure must be assigned to the user or users testing this scenario. You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.

Prerequisites

The business roles have been assigned to the user who is testing this scenario.

Business roleTechnical nameProcess step

Warehouse Clerk SAP_BPR_WAREHOUSESPECIALIST-SPosting the Goods Issue

Posting the Goods Receipt

Warehouse ManagerSAP_BPR_WAREHOUSESPECIALIST-EChange Batch Master RecordUse Batch Management Cockpit

3 Process Overview TableProcess StepExternal Process ReferenceBusiness ConditionBusiness RoleTransaction CodeExpected Results

Maintain Batch Master RecordWarehouse ManagerMSC2N

Batch Information CockpitInformation needed where batch was sold and boughtWarehouse ManagerBMBCWhere-used-lists, batch master data

4 Business Processes4.1 Maintaining Batch Master Record

Use

Manual adjustment is needed for batch master data.

Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menuLogistics ( Central Functions ( Batch Management ( Batch ( Change

Transaction codeMSC2N

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Warehouse Manager (SAP_BPR_WAREHOUSESPECIALIST-E

Business role menuWarehouse Management ( Batch ( Change Batch

2. On the Change Batch screen, make the following entries and choose Enter:

Field nameDescriptionUser action and valuesComment

MaterialMaterial numberEnter material number, for example, H21

BatchBatch numberEnter batch number Or search for batch number with input help.

3. Choose Basic Data 1 tab page to change, for example, the batch status, production date, shelf life or expiration date.4. Choose Basic Data 2 tab page to change the batch description.

5. Choose Classification tab page to set classification status or maintain class characteristics.

6. Choose Material tab page to display shelf life data and material classification.

7. Choose Changes tab page to get an overview of batch master changes. Choose Display Changed Values to display changes in bottom view.

Result

The batch is maintained.

4.2 Batch Information CockpitUse

When materials are handled in batches sometime there is a need to know where the batches were used. Use bottom-up batch search directed to customers or top-down batch search directed to vendors.Procedure

1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menuLogistics ( Central Functions ( Batch Management ( Batch Information Cockpit

Transaction codeBMBC

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Warehouse Manager (SAP_BPR_WAREHOUSESPECIALIST-E

Business role menuWarehouse Management ( Batch ( Batch Information Cockpit

2. On the Batch Information Cockpit screen, enter material, for example, TRADE21 (H21) and choose Execute.3. On the left hand side of the screen in the Selection result for Batches list, open context menu by clicking on the batch with right mouse button. Choose menu Display Batch. On the right hand side of the screen the batch master data is shown.4. On the left hand side of the screen in the Selection result for Batches list, open context menu by clicking on the batch with right mouse button. Choose menu Usage (top-down). On the right hand side of the screen a batch list appears. Top-down means that the chosen batch was the last batch and all other shown batches were predecessors.

5. On the left hand side of the screen in the Selection result for Batches list, open context menu by clicking on the batch with right mouse button and choose Usage (bottom-up). Result is that on the right side of the screen a batch list appears. Bottom-up means that the chosen batch was the first batch and all other shown batches were successors.

6. On the right hand side of the screen, select a batch number from the batch list. From this batch the following options are available by choosing the corresponding button:ButtonAction

Top-DownTop-Down starts a new top-down batch list from selected batch

Bottom-UpBottom-Up starts a new bottom-up batch list from selected batch

DocumentsDocuments show a material documents linked to selected batch

Inspection lotsInspection lots show all inspection lots with usage decisions linked to selected batch.

BackBack moves one level back, for example, from second list back to first list.

Result

Different batch information is shown like batch master data, where-used-lists, material documents, inspection lots.5 Appendix5.1 Reversal of Process Steps

In the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document.

Create independent requirements for finished product

Transaction code ( SAP GUI)MSC2N

Reversal:Change Batch Master Record

Transaction code (SAP GUI)MSC2N

Business roleEngineering Specialist (SAP_BPR_ENG_SPECIALIST_EX-S)

Warehouse Manager (SAP_BPR_WAREHOUSESPECIALIST-E

Business role menuEngineering ( Batches ( Change Batch

Warehouse Management ( Batch ( Change Batch

CommentCorrect previous entries.

5.2 SAP ERP Reports

Use

The table below lists the most frequently used reports that help you to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPP documents, which provide a comprehensive compilation of all important reports:

Financial Accounting: SAP ERP Reports for Accounting (221) Logistics Processes: SAP ERP Reports for Logistics (222)Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.

Reports

Report titleTransaction codeComment

Analysis of Purchase Order ValuesMKH4Different Analysis(for example, ABC, Comparison periods)

Batch AnalysisMCBRA list with summarized data

Integrity check for Batch ClassificationBMCCShows whether batch classification is maintained consistently for the selected materials

Expiration Date ListMB5MShows batches whose expiration date has been passed / the remaining shelf life is shorter than the selected period

5.3 Frequently Asked Questions

QuestionsAnswers

Can I delete batch records?Yes, if you have run the archiving process.

Is it possible to change batch management for a materialYes, if you have not yet posted any inventory for this material.

Is it possible to change batch class for a material, with existing batches?Yes. Refer to SAP online documentation for how to execute the process.

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