Batch Mgt BB1

8/3/2019 Batch Mgt BB1

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ANANTH TECHNLOGIES LIMITED

SAP Implementation

CONFIGURATION DOCUMENT

Batch Management

CONF

IGUR

ATIO

NDOCUME

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Ananth Technologies Ltd. Batch Management:Configuration Guide

Contents

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ANANTH TECHNLOGIES LIMITED...............................................................................1Contents.................................................................................2

Batch Management: Configuration Guide................................................................................3

1 Purpose.............................................................................................................................3

2 Preparation.......................................................................................................................4

3 Configuration.....................................................................................................................4

....3.1 Defining Batch Level...............................................................................................4

Use.........................................................................................4Prerequisites..........................................................................4

Procedure...............................................................................4In Material master add the class to it in classificationview.........................................................................................5

In Material Master, Plant /storage1 view give data forremaining shelf life and total shelf life and in purchasingview activate batch management............................................5Result.....................................................................................5

....3.2 Converting Batch Level..........................................................................................5

Use.........................................................................................5Prerequisites..........................................................................5Procedure...............................................................................5

Result.....................................................................................5....3.3 Activating Status Management...............................................................................5

Use.........................................................................................5Prerequisites..........................................................................5Procedure...............................................................................6Result.....................................................................................6

....3.4 Converting Status Management.............................................................................6

Use.........................................................................................6Prerequisites..........................................................................6Procedure...............................................................................6

....3.5 Activating Internal Batch Number Assignment........................................................7Use.........................................................................................7Procedure...............................................................................7

....3.6 Internal Batch Number Assignment for Assigned Goods Receipt...........................7

Use.........................................................................................7Procedure...............................................................................8

....3.7 Updating LOBM Standard Characteristics..............................................................8

Use.........................................................................................8Procedure...............................................................................8Result.....................................................................................8

4 General Master Data for Batch Determination and Batch Check......................................9

....4.1 Creating Classes for Batch Management...............................................................9

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Use.........................................................................................9Procedure...............................................................................9Result.....................................................................................9

....4.2 Creating Sort Sequences.......................................................................................9

Use.........................................................................................9Prerequisites..........................................................................9Procedure...............................................................................9Result...................................................................................10

5 Configuration of Batch Management..............................................................................10

....5.1 Configuration for Batch Management General.....................................................10

...5.1.1 Activating Batch Classification for Goods Movements in IM...........................10

Use.......................................................................................10Procedure.............................................................................10

...........................................................................................11Result...................................................................................11

...5.1.2 Making Settings for Batch Where-Used List....................................................11

Use.......................................................................................11Procedure.............................................................................11

.........................................................................................12Result...................................................................................12

...5.1.3 Setting Expiration Date Checks for Movement Types.....................................12

Use.......................................................................................12Prerequisites........................................................................12Procedure.............................................................................12Result ..................................................................................13

...5.1.4 Setting Expiration Date Check for Plant..........................................................13

Use.......................................................................................13Procedure.............................................................................14

....5.2 Configuration for Batch Determination and Batch Check.....................................14

...5.2.1 MM Batch Determination and Batch Check....................................................14

....5.2.1.1 Defining Inventory Management for Strategy Types.............................14

Use.......................................................................................14Procedure.............................................................................14

....5.2.1.2 Defining Inventory Management Search Procedure.............................15

Use.......................................................................................15Procedure.............................................................................15

....5.2.1.3 Allocating IM Search Procedure/Activate Check..................................16

Use.......................................................................................16Procedure.............................................................................16Result...................................................................................17

Batch Management: Configuration Guide

1 Purpose

This configuration guide provides the information you need to set up theconfiguration

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2 Preparation

3 Configuration

....3.1Defining Batch Level

Use

This transaction enables you to set the batch level for batch management.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 materialsexist 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:

IMG Menu Logistics - General--> Batch Management--> Specify BatchLevel and Activate Status Management

Transaction

Code

OMCE

2. Choose Batch Level.

3. On the Define Batch Levelscreen, select Batch unique at material leveland choose Save (Ctrl + S).

4. If the system displays any warning messages, continue through them bychoosing Enter.

5. Before you can manage batches of a material in stock, you must first

specify in the material master record that the material is to be managed inbatches for the specified plant. To do this, you must set the batch

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management requirement indicator in the material master record (forexample, in the Purchasing view field MARA-XCHPF or Storage Locationview field MARC-XCHPF).

In Material master add the class to it in classification view.

In Material Master, Plant /storage1 view give data for remaining shelf lifeand total shelf life and in purchasing view activate batch management.

Result

The batch level has been set to the material level.

....3.2Converting 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 batchlevel once materials exist in stock.

Prerequisites

The batch level has been chosen. The project should carefully review whichbatch level is needed before configuration and creation of master data isbegun.

Procedure



TransactionCode

OMCT

2. On the Batch definition screen, choose Batch level--> Conversion.

3. In the dialog box, choose No. The status bar will display a notification ofsuccess.

Result

The batch level has been converted.

....3.3Activating Status Management

Use

The purpose of this activity is to set the batch management to active status inthe client.

Prerequisites

The batch level should be set before the batch management is set to active.

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Procedure



TransactionCode

OMCS

2. Choose Batch status management.

3. Select Batch status management active.

4. Choose Save (Ctrl + S).

Result

The batch level status has been activated.

....3.4Converting Status Management

Use

This activity converts the batch management status to active.

Prerequisites

The status of batch management has been set from inactive to active.

Procedure



TransactionCode

OMCT

2. Choose Batch status management--> Conversion.

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3. In the dialog box, choose Yes to run the conversion in test mode. If thistest run is successful, you should run the conversion directly, choosingNo.

....3.5Activating Internal Batch Number Assignment

Use

The purpose of this activity is to set the internal number assignment of batchesto automatically active.

Procedure


IMG Menu Logistics - General--> Batch Management--> Batch NumberAssignment--> Activate Internal Batch Number Assignment

Transaction

Code

OMCZ

2. ChooseActivate batch number assignment.

3. ChooseAutomatic batch number assignment active and choose Save(Ctrl + S).

....3.6Internal Batch Number Assignment forAssigned Goods Receipt

Use

The purpose of this activity is to set the internal number allocation of batchesat goods receipt to automatic in the plants:

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Procedure

1. Access the activity using the following navigation options:

IMG Menu Logistics - General> Batch Management> Batch Number

Assignment> Activate Internal Batch Number Assignment

TransactionCode

OCHA

2. Choose the activity Internal Batch Number Assignment for AssignedGoods Receipt.

3. Set the automatic batch number allocation indicator in plants.

4. Save your results.

....3.7Updating LOBM Standard Characteristics

Use

The purpose of this activity is to copy LOBM standard characteristics fromclient 000 to the development client.

Procedure


IMG Menu Logistics - General--> Batch Management--> Batch Valuation--> Update Standard Characteristics

TransactionCode

BMSM

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 dependenciesscreen, choose Back (F3).

Result

You have copied the LOBM standard characteristics from client 000 into yourdevelopment client.

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4 General Master Data for Batch Determinationand Batch Check

....4.1Creating Classes for Batch Management

UseIn this step, you define one class for use with batches. One class contains thecharacteristics EXPIRY_DATE, RECEIPT_GATE i.e Expiration Date, and GRdate.

Procedure


SAP Menu Cross-Application Components>Classification System>

Master Data>Classes

TransactionCode

CL02

2. Enter the class and the class type as follows, choose Create and maintainthe other necessary master data manually. The relevant data can be foundin the file:

ClassClasstype Description Characteristic

batch_class 023 Products with Expiration Date, GR date EXPIRY_DATE, RECEIPT_GATE

ResultThe materials are later assigned to class batch_class in the material masters.

....4.2Creating Sort Sequences

Use

The purpose of this activity is to create the sort sequence used to sort batchesduring batch determination. In this case, the characteristic EXPIRY_DATE,RECEIPT_GATE are assigned to the sort class batch_class

Prerequisites

As a rule, all characteristics (this applies to standard characteristics as well asto user-defined characteristics) used in the sort sequence must also becontained in the batch class.

Procedure

1. Access the activity using one of the following navigation options:SAP Menu Logistics>Central Functions>Batch Management>

Batch Determination >Selection and Sort > Sort Rule >Create

Transaction

Code

CU70

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To achieve Batch Determination with LIFO & FIFO rule you have to note the

steps:

As per your requirement of FIFO or LIFO rule you have to assign relatedCharacteristic

For FIFO purpose you have to assign characteristic with Ascending Rule andfor LIFO assign in Descending

3. Save your entry.

Result

The sort sequence is created with characteristics RECEIPT_DATE,EXPIRY_DATE.

5 Configuration of Batch Management

....5.1Configuration for Batch Management General

...5.1.1 Activating Batch Classification for GoodsMovements in IM

Use

The purpose of this activity is to activate batch classification for goodsmovements in IM.

Procedure


IMG Menu Logistics - General--> Batch Management--> Batch Valuation--> Valuation for Goods Movement in Inventory Management--> Activate Batch Classification for Goods Movements in IM

TransactionCode

OMCV

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2. On the Classify Batches Within Goods Movementscreen, enter thefollowing information and then select Save (Ctrl + S):

MovementType

Batch Classification

101 4 (classification in fore ground for new batches only

201 3 (classification always in fore ground (all batches)



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-usedlist.

Procedure


IMG Menu Logistics - General--> Batch Management--> Batch Where-Used List--> Make Settings for Batch Where-Used List

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TransactionCode

SPRO

2. On the Batch Where-Used List: Overviewscreen, enter the followinginformation and choose Save:

Plant Description BaWU synchron. posting

1001 Vimta Labs Ltd

2001 Vimta Laboratories Ltd

Result

You have made settings for the batch where-used list.

...5.1.3 Setting Expiration Date Checks forMovement Types

Use

The purpose of this activity is to set the material shelf life expiration date checkfor 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 masterrecord. The minimum remaining shelf life is the time the material muststill 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 thematerial master record in the Period indicatorfield.

The shelf life expiration date check is active in the plant.

The shelf life expiration date check is active for the movement type.

Procedure


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IMG Menu Logistics General--> Batch Management--> Shelf LifeExpiration Date (SLED) --> Set Expiration Date Check

TransactionCode

OMJ5

2. Choose Movement Type.

3. Enter 1 (enter and check the shelf life expiration date or production date)for the following movement types: 101, 311,561.

4. Save your entries.

Result

The expiration date is required as input for the selected movement types andis checked when entered.

...5.1.4 Setting Expiration Date Check for Plant

Use

The purpose of this activity is to set the expiration date check for relevantplants.

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Procedure


IMG Menu Logistics - General--> Batch Management-->Shelf Life Expiration Date (SLED) --> Set Expiration Date

CheckTransactionCode

OMJ5

2. On theActivate/Deactivate Expiration Date Checkscreen, choose Plant.

3. Set the indicators for 1001, 2001BP0, and BP0X and save your entries.

....5.2Configuration for Batch Determination andBatch Check

...5.2.1 MM Batch Determination and Batch Check

....5.2.1.1 Defining Inventory Management forStrategy Types

Use

The purpose of this activity is to define the Inventory Management strategytypes.

Procedure


IMG Menu Logistics - General--> Batch Management--> BatchDetermination and Batch Check--> Strategy Types -->Define Inventory Management Strategy Types

Transaction Code SPRO

2. On the Change View Strategy Types (&1 &2): Overviewscreen, chooseNew Entries.

3. Enter the following information:

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5. Choose Back (F3).

....5.2.1.2 Defining Inventory Management SearchProcedure

Use

The purpose of this activity is to define an Inventory Management searchprocedure.

Procedure1. Access the activity using one of the following navigation options:

IMG Menu Logistics - General--> Batch Management--> BatchDetermination and Batch Check--> Batch Search ProcedureDefinition --> Define Inventory Management Search Procedure

TransactionCode

SPRO

2. On the Change View Procedures: Overviewscreen, choose New entriesand enter the following information:

Procedure DescriptionME0001 Standard search Procedure

3. Select your entry (for example, ME0001) and choose Control.

4. Enter the following information:

Step Contr CTyp Description)

10 1 ME01,MEEX Movtype/Plant/Matno

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Result

You have defined an inventory management search procedure.

....5.2.1.3 Allocating IM Search Procedure/ActivateCheck

UseThe purpose of this activity is to allocate the IM search procedure andactivates the check.

Procedure


IMG Menu Logistics - General--> Batch Management--> Batch Determinationand Batch Check--> Batch Search Procedure Allocation andCheck Activation --> Allocate IM Search Procedure/Activate Check

Transaction

Code

OMCG

2. On the Change View Search Procedure: Batch Determ. MM: Overviewscreen, enter the following information:

Movtype

Movement Typedescription

S Special stockdescription

Search CheckBatch

101 GR goods receipts ME0001

201 GI for Cost Centre ME0001

311 TF transfer with in Plant ME0001

561 Init entry of Balances ME0001

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3. Choose Save (Ctrl + S)


Result

You have allocated the IM search procedure and activated the check.

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