1.

Create Master Data:

A. Creating Characteristic: We can use use the standard characteristics LOBM_VFDAT (Expiration
Date), LOBM_RLZ (Remaining shelf life for batch), and LOBM_LFDAT (Batch determination
delivery date), LOBM-LICHA (Vendor Batch) etc. We will use Vendor Batch for the test.
B. Create Class : (Vendor Batch)
The purpose of this activity is to prepare the master data for search strategy (By Vendor
Batch)
Step1.

Step 2.
Field Name
Z_YB_VENDOR_BATCH
Status
Char (Addnl Data)

Description
By Vendor Batch

Input
Released

LOBM_LICHA

2. Enter the Class in Classification view in Material Master

3. Create Sort Sequence

This activity creates the sort sequence used to sort batches during batch determination.
Step 1: CU70

Step 2: Click Characteristic Use LOBM_LICHA, and Ascending for FIFO

4. Create Batch Search Strategy (MBC1)

A. Select the Strategy Type YB13
B. In key combination select Plant/Material

C. Enter Material, No of Splits etc. as shown in the picture below.

D. Check the Selection Criteria and Sort

5. Step 3

1.8 Configuration of Batch Management

Step 1: Assign Class to materials. Classification Tab on Material Master
Step 2: Activate Batch Classification of Goods Movement OMCV

Step 3: Make settings for Batch Where Used List

Step 4: Set Expiration Date Check for Plant OMJ5

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.

2.0 Configuration of Batch Determination and Batch Check

A. MM Batch Determination and Check

Field Name (STRATEGY

TYPES)
YB11
Access Sequence
Class type
Class
Sort Sequence
Changes Allowed
Display UoM

Description
FIFO
Mov type/plant/mat

Input

ME01
23
YB_EXP_DATE
YB_EXP_DATE_SORT
X
A

2.1 Define Inventory Management search Procedure

a.

b. Click New Entries and enter details

c. Now, select the newly created and click Control Data.
d. click New Entries

e.
A. Check Batch Search Strategy:

B.

2.2 Allocate IM Search Procedure/Activate Check

Step 1

Step 2

3.0.

Define Sales and Distribution Strategy Types

Step 1

Step 2:
Field Name (STRATEGY
TYPES)
YB12
Access Sequence
Class type
Class
Sort Sequence
Changes Allowed
Display UoM
No of Splits

Description
SD Strategy Type
Customer Material

Result: Strategy type YB12 created for SD.

3.1.. Define Sales and Distribution Search Procedure

Step 1.

Input

SD01
23
YB_CLASS_SEARCH
YB_EXP_DATE_SORT
X
A
99

Step 2:

Field Name
Step
CO
CTyp

Description

Input
10
0
YB12

Result:
You have defined a Sales and Distribution search procedure.

3.2 Allocate SD Search Procedure/Activate Check

Step 1.

Step 2.

3.3 Activate Automatic Batch Determination in SD

Step 1.

Step 2.

Step 3.

3.4 Batch Split Processing in SD

3.4.1 Sales Orders with Batch Split
3.4.1.1 Define Item Categories

Field Name
Item Category
Business Item
Scheduling Lines Allowed
Weight/Volume relevant
Determine Cost
Pricing
Screen Seq Grp
Param. Effectiveness
Auto Batch Det

3.5 Create Batch Search Strategy for SD

Step1

Description
Batch Split Item

Input
YG05
X
X
X
X
X
N
X
X

Step 2

Step2

Step3: Enter Material and Customer

Field Name
Customer
Valid from and to
Material
No of splits
Dial Batch Det
Changes Allowed
Display UoM

Description
Enter customer code
Enter date
Enter Material

Input

00000000000000081
99
X
X
A

Step 4: Highlight the material and select Selection Criteria

Step5 : Assign the value of the characteristic (remaining shelf life) E.g >=10, system will
only select those materials which expiration date is at least 10 days away from delivery
date.

Step 6
Now, you assign the sort rule that we created earlier.