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SAP Batch Management Overview


Batch Management can be defined as tagging an alphanumeric or a numeric code to
the material produced or material procured. Every batch number has an inventory
quantity associated with it. This 10 digit code in SAP helps in uniquely identifying a
material and the quantity associated with it.

A partial quantity of production or procurement can be tagged with a batch number that
clearly makes that material inventory unique.

The Batch number generated for the material quantity not only helps in uniquely
assorting the material inventory, but it also stores the characteristics values or the
chemical composition or the product specifications at the time of its production or
procurement.



Which Materials can be Batch Managed?


Typically you can say that material which can be stored separately without mixing and
piling one over the other, is a good candidate for batch management.

Product produced or procured has to be stored separately for it to be tagged with a
batch number. f you mix all the pieces or mass together then the identification is lost.

Case 1 Products which are powder in state like ron ore, which is procured from
vendors (in ships) and are dumped in a location loosing any sort of traceability of when
they were procured and from whom they were procured are not a good candidate for
batch management.

Case 2 At the same time, if ron ore is procured from vendors (in ships) and piled up
separately (every shipment is piled up separately) then you can think of making the
product (iron ore) as a batch management candidate.

Case 3 You can also take a case where products are Solid in state but are mixed
together after production; where the producing company does not wish to keep any
traceability of when it was produced and what were the product features or conditions at
that point of time. n this case you can avoid Batch management or any recording batch
specifications.



Perquisites in SAP for Batch Management


O Activation of Batch Management at Material Level, Plant level or Client Level

O Creation of Number Range for Batch Management Specify use of Standard
nternal Number Range or External Number Range or Both

O Material should be activated for batch management




Life after Batch Management


Batch Management once activated in configuration and the material master's activated
for batch management, then the material is stored in inventory at plant-storage location-
batch level. n this case there is no question on mixing of material or loosing any sort of
traceability.

The plant inventory which would be normally stored in storage locations at the plant-
storage location level would now be stored at the plant-storage location-batch level;
which means that every time you issue this material for further production or every time
you deliver this to the customer, you have to mention the storage location as well as the
batch number you are issuing.

This may end your liberty of consumption of this material at plant-storage location level
and you may get frustrated in knowing the batch number you are issuing every time.



Storage Location Stock before Batch Management:

Material

Plant Storage
Location
Unrestricted Stock
Qty
M1 0001 -Trident Group - Barnala FG 3502 Pieces



Storage Location Stock after Batch Management:

Material

Plant Storage
Location

Batch
Number

Unrestricted Stock
Qty

M1 0001 -
Trident Group
Punjab
FG 0000002369 1002 Pieces
M1 0001 -
Trident Group
- Punjab
FG 0000005480 2500 Pieces


Activating or Deactivating Batch Management for a Material during the life of the
Material


Activating or Deactivating Batch Management for a product means that you would have
to go through a lot of work

a) All the existing in-progress documents like the Purchase orders, Sales orders
deliveries, Production orders, Batch Classifications or Batches, which are using
the Material batches should be reversed, archived or deleted.

b) All the Material Stock should be made = 0

The best way to do it is, moving the stock of the material to a temporary material or
writing off all the stock for the material. Once you have done this you can activate or
deactivate the material for batch management.

c) You can then bring back all the stock from the temporary material to this original
material.

When is a Batch Created in SAP:

A 10 digit batch is created in SAP for a batch managed material at the following instants
of goods receipt for the material

a) A Batch is created at Goods Reciept from Production (Movement type 101):

When you carry out Goods receipt for a Batch Managed Material from a production
order or a process order or a run shcedule header, the system creates a batch for the
received quantity and material.

The batch received would have an internal batch number assigned (or an external batch
number assigned as per configuration).f the configuration is set at External batch
numbering, then you would have to assign a batch number before saving the goods
receipt.

The received stock would be associated with the batch number and any further
inventory movement for the material quantity would be made using the batch number.

The goods receipt movement types are MB31, MGO, MGO_GR through movement
type 101 - GR from Production order.

-) A Batch is created at Goods Reciept from Purchase order or STO (Movement
type 101):

When you carry out a goods receipt for a batch managed material from a Purchase
order (or a STO - Stock Transport order), the system creates a Batch number (if the
configuration is set at internal batch numbering). f the configuration is set at External
batch numbering, then you would have to assign a batch number before saving the
goods receipt.

The purchase order goods receipt is from an external vendor, whereas STO receipt is
from a supplying plant in the same or different company code.

f the Batch Management is set at plant level then in the case of STO transfers the
batch number in all possibilities would change at the goods receipt in the receiving
plant. f Batch Management is set at Material Level then the supplied material batch
would be adopted at goods receipt in the receiving plant.

The goods receipt movement types are MB31, MGO, MGO_GR through movement
type 101 - GR from Purchase order. n the case of STO you could also create a goods
receipt from an outbound delivery created at the sending plant.

c) A Batch is created at Goods Receipt from Production - By Product receipt:

When you carry out by-product goods receipt for a batch managed material from a
production order or purchase order using MB1c-531 movement type, the system
creates a Batch number.

d) A Batch is created at Goods receipt from InitiaI Inventory Creation:

When you carry out goods receipt as a part of initial inventory creation through 561 or
501 movement types, the system creates a Batch number for a batch managed
material.

Summary - A Batch in SAP is created at a Goods Receipt of a Batch Management
MateriaI

When you receive a Goods Receipt of a Batch Management Material through any GR
Movement type, SAP Triggers creation of a Batch number for the received quantity.

Above were listed only a few major GR Transaction code and Movement type.
Batch Specifications



Define Batch Specifications


A Batch is created in SAP as a master data prior to production or at receipt of stock
from a vendor through a purchase order or at the receipt from a production order.

A Batch contains a place holder for maintaining various production or product
specifications in the form of Batch characteristics.


Mantaining Batch Characteristics VaIues or Batch Specifications is not
mandatory ataII:

t is not mandatory that you maintain batch specifiation in a batch.

You can create batches for material inventory without any batch specifications.

Maintaining Batch characteristics values for batches is an Optional Feature.


Batch Specifications ExampIe:


f you producing steel billets of a certain quality, you can maintain specifications for a
certain production batch as

MateriaI = SteeI BiIIet
PIant = 0001
Batch Num-er = 0000056239

Carbon = 0.16
Si = 0.2
Magnesium = 0.15
Sulfur = 0.022
Potassium = 0.025
Al = 0.02


How to Make a Batch Unique with Batch Specifications:

To make a batch specifications unique by adding characteristics such as Production
Date, Production Line, Shelf life of Product or even the supervisors name. f you add
these sort of characteristics with values you would be successful in making a batch
unique with unique set of batch specifications.

Making a batch as unique as possible helps differentiating between multiple batches
which makes it easier for back traceability.

n the above example of Steel Billte production, you can add some more characteristics
in the batch classification, as below

MateriaI = SteeI BiIIet
PIant = 0001
Batch Num-er = 0000056239

Carbon = 0.16
Si = 0.2
Magnesium = 0.15
Sulfur = 0.022
Potassium = 0.025
Al = 0.02
Production Date = 25
th
Dec 2009
Production Time = 131208
Production Line = L3
Shelf life = 25
th
Dec 2019



Batch Specifications Target Values:


Batch characteristics can a predefined value maintained. You can maintain the
following

O An a-soIute vaIue or a-soIute vaIues

Absolute values predefined will force you enter no other value other than these
predefined ones in the
batches.

A Character format Characteristics STEEL_PRODUCT_GROUPS can have
predefined values such as Billets, Coils, Rounds, and Bars.

While a Numeric characteristics can have predefined values for
characteristics "BLLET_LENGTH as 10m, 50m, 100m, 150m, 200m, 250m,


O A ToIerance Range VaIue


A Tolerance value range predefined in the batch characteristics will force you enter
no other value other than
these predefined ones in the batches.

A Character format characteristic cannot have tolerance ranges.

A Numeric format characteristic CARBON_CONTENT can have predefined
tolerance ranges such as 0.1 0.3.


O eave it -Iank for entry in the Batches during GR or ToIerance Entry in the
MateriaI Master


There can be situations where you may want to enter any value in the Batch
and not restrict to predefined values in the characteristics

Tolerances ranges at Batch Characteristics Level - There can be situation
where the tolerance ranges change with respect to the materials characteristics
combination.

Tolerances range Material Wise There can be situations where the tolerances for
the characteristics changes with respect to materials, i.e. characteristics
CARBON_CONTENT may not be 0.1 to 0.3 for all the materials and it may vary for
each material, to do this you would have to assign a value for the batch class
characteristics in the material master and not in the batch characteristics level. You
have to enter a value for the characteristics in the material master classification view,
say MATERAL = M1 for Batch Class STEEL_CHEMSTRY would have a value 0.15
0.3 for the characteristics "CARBON_CONTENT.





Master Date Maintenance for SAP Batch Specifications:



f you want to maintain batch specifications for a produced or purchased batch you need
to maintain a set of master data in the order mentioned


O Creation of SAP Characteristics

Create Characteristics through the use of transaction code CT04. Characteristics are
the actual Specification master data with predefined values or number range or open
for entry of any value.

For example to have something called carbon % you have to maintain a
characteristics called "CARBON_CONTENT. Similarly you have to create all the
characteristics that you want to use for recording values.

While Creation or during change of characteristics, you can define target predefined
values for the characteristics or define a tolerance number range within which the
recorded value should exists or leave it blank for input of any value during result
recording for the characteristics. Though there can be situations where the allowed
tolerances changes material wise; in which case you can leave the values section in
Characteristics as blank and maintain the required tolerances in the characteristics
at the material master classification view for the batch class or material class.

For example, you can have for the characteristics "CARBON_CONTENT you can
define a tolerance number range of 0.17 - 0.24 which means that any resultant value
that you would record should be mandatorily within this range. Or as a second
example for characteristics PRODUCTON_LNE_NUMBER you can have
predefined set of values such as L1, L2, L3, L4, L5 to choose from during result
recording in the Production Batch.

Please see below for details on how to create the characteristics.

Example

Car-on_Content (Characteristics) = Predefined Range 0.1 0.3
Si_Content (Characteristics) = Predefined Range 0.1 0.3
Mg_Content (Characteristics) = Predefined Range 0.2 0.5
S_Content (Characteristics) = Predefined Range 0.01 0.03
P_Content (Characteristics) = Predefined Range 0.01 0.004
AI_Content (Characteristics) = Predefined Range 0.01 0.004
Production Date (Characteristics) = No Predefined Value
Production time (Characteristics) = No Predefined Value
Production ine (Characteristics) = Predefined Values L1, L2, L3, L4, L5
SheIf ife (Characteristics) = No Predefined Value

Note when you leave the predefined values as blank in the characteristics, it
means that any value can be entered or it can also mean that the values change
with respect to material master and you have to maintain the values or a value
tolerance range in the material master.


O Creation of SAP Batch class

Once you have created all the characteristics, you have to create a class using
transaction code CL01.

A class is a place holder for characteristics. Eventually you would assign the class to
a material master. By assigning a class to a material master you would be indirectly
assigning all the characteristics to the material.

See the illustration below

STEE_CHEMISTRY (Batch Class type 023)
Car-on_Content (Characteristics)
Si_Content (Characteristics)
Mg_Content (Characteristics)
S_Content (Characteristics)
P_Content (Characteristics)
AI_Content (Characteristics)
Production Date (Characteristics)
Production time (Characteristics)
Production ine (Characteristics)
SheIf ife (Characteristics)


When you create a Class, you have to specify the class type, whether it is a batch
class or a material class or any other class type for use in any other modules.

Batch class type 022 f you are using Plant Level Batch Maintenance.

Batch class type 023 f you are using Material Level Batch Maintenance or Client
Level Batch Maintenance.

You should include a description of the class and the characteristics or specifications
that should be included in the class.


O Create Material Master Classification View and assign a Batch Class

Extend or create Material Master Classification view and add a batch class type to
the classification view (Transaction code MM02 or MM01 Material Master Change
or creation)

You can add batch class type 022 f you are using Plant Level Batch Maintenance.

You can add batch class type 023 f you are using Material Level Batch
Maintenance or Client Level Batch Maintenance.

Assigning a batch class to the material classification view would indirectly assign all
the characteristics to the material master. Thus whenever you create a batch for this
material through MSC1n or you receive materials in stock from production order or
process order or purchase order goods receipt you can record values for these
assigned characteristics only.

See the illustration below

STEE_BIET_123 (Material Master)
STEE_CHEMISTRY (Class type 023)
Car-on_Content (Characteristics)
Si_Content (Characteristics)
Mg_Content (Characteristics)
S_Content (Characteristics)
P_Content (Characteristics)
AI_Content (Characteristics)
Production Date (Characteristics)
Production time (Characteristics)
Production ine (Characteristics)
SheIf ife (Characteristics)


Characteristics have a predefined format (character alphanumeric or date or numeric
format) and a predefined set of values in the form of direct values or in the form of
allowed tolerance range or no values (without any values suggesting allowed for
random value entry in batch).

Note There can be situations where the allowed tolerances changes material wise; in
which case you can leave the values section in Characteristics as blank and maintain
the required tolerances in the characteristics at the material master classification view
for the batch class.



Configuration Required for Batch Management



Activating Batch Management Levels:


Transaction code OMCE

The Foremost configuration in Batch Management is activating the level at which batch
management would work. The following are the levels at which you can activate batch
management


PIant IeveI: Batch Unique at PIant eveI

The Batch Numbering for a material is specific to a plant. When you are using an
internal numbering scheme for batch numbers in SAP, Material M1 can have a batch
number B1 in a Plant 0001, while Material M2 can also have a batch number B1 in the
same plant. Batch numbering is unique for the material.

f a material stock for Material M1 with Batch B1 is transferred from plant 0001 to
another plant 0002 it would definitely have a different internal batch number generated
at good receipt in that plant and the user has an option to store different batch
characteristics values (batch specifications) for the batch in the plant 0002.

Every Material Batch stock stored at storage location level may have batch
specifications stored under it. Material Batch specifications may be the same for
batches. t is not necessary that the specifications stored under material batches are
always unique.


f a material batch B1 at plant 0001 is created with the following specifications
(specifications are stored in batches through the use of batch characteristics)

nternal Width = 5mm
External Width = 10mm
Length = 5m


There can be other batches (Material M2, Batch B2) in the plant for the same material
produced with the same specifications

nternal Width = 5mm
External Width = 10mm
Length = 5m


f you want to keep batch specifications unique at material batch level in a plant then
you have to include characteristics like Date of Production, Shift of production, may be
even the Line used for production. For example

Material M1 Batch B1 Plant 0001 >>>

nternal Width = 5mm
External Width = 10mm
Length = 5m
Date of Production = 25
th
Dec 2010
Shift of Production = S2
Line = L23


Material M1 Batch B1 Plant 0001 >>>

nternal Width = 5mm
External Width = 10mm
Length = 5m
Date of Production = 25
th
Dec 2010
Shift of Production = S3
Line = L23


MateriaI IeveI: Batch Unique at MateriaI eveI

The Batch Numbering at material level means that 2 or more materials can have the
same batch number in a plant, i.e. Material M1 can have batch B1 in Plant 0001 and
Material M2 can also have batch B1 in Plant 0001.

Though when a Material batch is transferred to another plant (Stock Transfer) it would
mandatorily have the same batch number and the same batch characteristics values,
i.e. if the material Batch M1-B1 is transferred to plant 0002 from 0001, the batch number
for the material M1 at the receiving plant 0002 would remain the same (B1) and the
batch characteristics and the characteristics values (batch specifications) would also be
adopted from the sending plant (0002)

Note n Material Level Batch Management, the batch management should be
activated for all the plants where the material is extended.


CIient eveI: Batch Unique at CIient eveI

A Client is a SAP Box which can contain a set of company codes and plants under it. n
such cases if you define batch management at client level, it means that the material
M1 would keep the same batch number (say B1) across all the plants and across all
company codes in the client. This also means that the batch classification values or
characteristics values would also remain the same across.

Note - f you want to go back to Material level batch settings you can do so at any time
by changing the configuration to material level batch management, but you cannot go
back to plant level from the client level settings.



Activating Batch Management Status:


Transaction code = OMCS

After activating Batch Levels, it is logical to activate batch management status. There is
no harm in doing this. The only good that this setting does is that it can tag the material
batch stock as unrestricted or restricted which is an added advantage to stop the batch
from being used even when the batch stock lies in unrestricted stock type (restricted
batch status).

Batch status can be looked at as an added stock type over and above the standard
stock types in SAP like the unrestricted stock, Blocked stock, Quality stock. This means
that

O f a batch stock is in quality stock type or blocked stock type and tagged with
unrestricted batch status, then it's still counted as quality stock.

O f a batch stock is in quality stock type or blocked stock type and tagged as
restricted batch status, then its still counted as quality stock, though when you move
the stock from quality to unrestricted stock type, the batch stock would still be not-
available for use since the batch status restricted is still stopping it from
consumption.

O Similarly when a batch stock is in unrestricted stock type and tagged with
restricted batch status the batch stock is unavailable for consumption.


You can choose to configure a default batch status, whenever a batch is manufactured
or received in stock.

Using transaction code OMCT, you can change the batch status



Activating Batch Status at Plant level:


Once you have activated Batch Status Management feature, there is an option in SAP,
to choose the plants at which you want to use this functionality.



Activating Internal Batch number assignment:


Using transaction Code OMCZ, you have to activate internal batch number assignment. And at
the same time you have to use transaction code OCHA to set the internal number allocation oI
batches at goods receipt to automatic Ior the plants you choose.


Configuring Batch Where used List:


Transaction code = OCHA

The batch where-used list is set to active at all the plants, but you would have to
manually select synchronous posting of batch where used records. Selecting a plant for
synchronous posting means that you trace the batch history (batch history of receipts
and consumptions) across all the plants.

A batch where-used list can tell you the production order through which the batch was
produced, the object where the batch was issued (production order or sales order), in
short the batch where-used list gives you the list of objects from where the batch was
produced from and the objects where the batch was issued to. f the batch is under
inspection with an inspection lot, the list also shares the inspection lot number.

You can switch between a Top-down hierarchy option and a Bottom-up hierarchy option
that gives you the batch where-used information in various hierarchical ways.

Uses Batch traceability, i.e. Understanding the history of a batch thereby analyzing
the history of batches in case when there are customer complaints.

ou can use the Iollowing path to enter in to this transaction setting:
Logistics General Batch Management Batch Where-Used List Make Settings Ior Batch
Where-Used List
SAP Characteristics


One can create characteristics through the use of transaction code CT04 in the cross
application classification system of SAP.

A characteristic is a Specification master data which defines the specification and gives
it an identity in SAP. Characteristics describe the properties of objects.

Example Characteristic "COLOR has the values 'red', 'green', and 'blue'. When you
classify an object, you use this characteristic to specify the color of the object.

Example Characteristic "Viscosity has the values '10 cP', '20 cP', and '30 cP'. When
you classify an object, you use this characteristic to specify the color of the object.


SAP Characteristics are mostly used to define specifications and record their values for
example "width of product, "length of product, "color of paint, "density of steel coil,
"tensile strength of steel coil, "pH value of product, "viscosity of product, "carbon
content in steel, "magnesium content in steel, "etc. On the other hand you can define
characteristics to record values for "manufacturing line, "shift supervisor etc, SAP also
provides standard reference characteristics with automatic value recording for
characteristics like the "Production date, "shelf life, "last goods receipt date etc.,
referencing the same from a SAP table and field.

As a consultant we can use characteristics in the material class or batch or variant class
to record values for certain features or characteristics which are not available in SAP or
not provided by SAP.

SAP Characteristics can be used to define values for a given feature in

O A Batch Class defining the specifications and their values for the produced goods
O A Material Class defining the standard theoretical material specifications
O A Variant classes where specifications are used to configure a product according
to customer provided values
O Any other Class type where you have to define certain features and
specifications and give predefined values to it, as required.

When creating a characteristics, one needs to define the format for the values it would
carry (character alphanumeric or date or numeric format) and if required a predefined
set of values which are allowed for use at the time of result recording (Values in the
character format if the characteristics is a character format characteristics or the values
can be numerical in the form of single value or tolerance range. f the Characteristics
have no values, then any value can be recorded for the characteristics provided the
"additional values allowed indicator in the characteristics is set).


Note There can be situations where the allowed tolerances changes material wise; in
which case you can leave the values section in Characteristics as blank and maintain
the required tolerances in the characteristics at the material master classification view
for the batch class.

Characteristics are also called as General characteristics and they differ totally from the
Master inspection Characteristics. A Characteristic is linked with the Master nspection
Characteristics, so that the QM inspection data recorded against a Master nspection
characteristic can flow in to the Characteristics of the Batch Record.

Eventually the characteristics are grouped together in a class to specify the set of
characteristics that belong to a particular group of Materials. This grouping of
characteristics is called "Creation of Class. This Class is further Assigned to a set of
Materials that have the same set of characteristics.


Creation of SAP Characteristics


For creating characteristics you have to maintain at least the basic data view to specify
the name, description, group and format of the characteristics.

You can use the description tab to specify the description of the characteristics in
various languages used for log-on.

The Allowed values tab can be optionally used to restrict the values that would be used
while recording the characteristics.

The Additional data tab can be used to make the characteristics a reference
characteristic so that its values can be fetched from a standard SAP table. At the same
you can set to be a hidden characteristic or characteristics which would not carry any
values at all.

The Last tab called the restrictions tab allows you to restrict the use of the
characteristics to a certain class type only. This again is optional. Not doing this allows
you to use the characteristics in any class type across the client.



Basic Data View






Name of Characteristics


f the name is more than one word then use underscores (underscore _) to separate the
words in the name. For example Characteristics steel carbon content can have a name
such as "CARBON_CONTENT. t is always recommended that you should not use
blank or hyphens as a word separator.


Description of Characteristics


You can maintain a description of the characteristics name chosen. For example you
can have a description as Carbon Chemistry %.



Characteristics Group


You can create a characteristics group in configuration, but you can choose not to use
this field.


Status


You should use the characteristics status to lock it for use or to release it for use in
classes. f you are creating in the process of creation, you can also choose the status
"in Preparation.


Format of Characteristics


One can create characteristics, to have a value in date format or character format
(alphanumeric value up to 30 characters) or a numeric value (with number of characters
and the number of decimals places within those characters and a UOM).

For example if you are creating a characteristics with characters as 5 and number of
decimals 3, it can carry a value as 12.345 and if you are creating characteristics with
total characters as 7 and number of decimals as 2, then it can carry value as
12345.67.


UOM


The UOM of the characteristics has to be pulled in from the drop-down available. f a
certain UOM does not exist in the drop down, you should create the UOM in the SPRO
(MG customizing). Units of measure are defined in Customizing for Global Settings by
choosing Units of Measurement. Use the transaction code CUN for creating or
changing the Unit of Measure (path SPRO >>> SAP NetWeaver >>> General Settings
>>> Check Unit of Measure.


TempIate of characteristics


You can have a predefined template with number of characters and decimals and UOM
preconfigured thereby avoiding the pain of entering characters, decimals and UOM.


SingIe or MuItipIe VaIues


You have to mention whether you want to maintain single value result or multiple value
(more than one value) result for the characteristics (when it is used).


IntervaIs aIIowed


When you choose intervals allowed, you can maintain values in the form of intervals for
numeric characteristics instead of maintain an absolute value. For example you can
maintain result value for the characteristics (wherever it is used in batch class or
material class) in the form of intervals. Note f you want to activate the characteristics
as an intervals allowed then the characteristics should be marked as "Multiple Value
Characteristics (This is a Mandatory requirement)


Restricta-Ie Characteristics


You can restrict the allowed values for this characteristic in Variant configuration.


Entry required


When you feel that the users should always maintain/record a value for this
characteristics (wherever it is used), you should mark the characteristics as mandatorily
required for entry. f the characteristics is being used in a batch class with an entry
required indicator, then without a Characteristics value being entered for this
characteristics goods receipt is not saved (thus value becomes mandatory). Similarly if
the characteristic is used in a material class, a value entry for the characteristics in the
material master classification view becomes mandatory.



Assigning O-ect Dependencies


f you want to hide a characteristics value assignment or you want to hide the
characteristics, depending upon the value of other characteristics or if you want to
assign a value to a characteristics depending upon the value of other characteristics,
then you can make use of object dependencies and assign the same to the
characteristics or to the value of the characteristics which you want to govern.

You can assign the following type of object dependencies to a characteristics or
characteristics values


A) Pre-conditions (Both Characteristics and Characteristcis values)

B) SeIection Conditions (Both Characteristics)

C) Procedures (Both Characteristics and Characteristcis values)



1st Example Pre-conditions for Characteristics Values


f you are producing a Honda car, then a "Accord EX" Brand can only have "Leather
Seating of Type AA".

Create two characteirstics "Brand" and "Seating" and assign both the characteristics the
material that is being produced, it can be a configurable material used in varaint
configuration or it can be a regular material whose value assignment needs to
be governed (it can be controlling the value assignment in materia class or a batch
class or in a variant class) see below


Characteristics - BRAND -

01 - HONDA CTY
02 - HONDA CVC LX
03 - HONDA CVX EX
04 - HONDA ACCORD LX
05 - HONDA ACCORD EX


Characteristics - SEATNG

01 - CLOTH SEATNG TYPE TQ
02 - CLOTH SEATNG TYPE HV
03 - LEATHER SEATNG TYPE PT
04 - LEATHER SEATNG TYPE AA ($SELF.BRAND = '05')


The object dependencies "Z01" - Precondition (just an example name) can be created
as a precondition with an algorithm $SELF.BRAND = '05'. The object dependency must
be assigned to the value 04 - Leather Seating of Type AA of the characteristics
"Seating"



2nd Example Pre-conditions for Characteristics Values


You may also want to hide the characteristics Value - "04" (Leather seating of type
AA) for characteristics "Seating", if the characteristics "Brand" does not have a value
"05" (Honda Accord EX), then you need to create a object dependency "Z02" and
assign it to the characteristics value "04" of the characteristics "Seating"

Object Dependency - Z02 - Precondition - $SELF.BRAND = '05' and SPECFED
BRAND



3rd Example Pre-conditions for Characteristics


The characteristics "Seating" is available for use and value assignment if the value of
the characteristics "Brand" is "05" (Honda Accord EX). To have the characteirstics open,
you can do so by assigning an object dependency (Z03) to the characteristics "Seating"
at the header level.

Object dependency Z03 - Precondition - $SELF.BRAND = '05'



4th Example Pre-conditions for Characteristics Values


You may also want to hide the characteristics "Seating", if the characteristics "Brand"
does not have a value "05" (Honda Accord EX), then you need to create a object
dependency "Z04" and assign it to the characteristics "Seating" at the header level.

Object Dependency - Z04 - Precondition - $SELF.BRAND = '05' and SPECFED
BRAND



5th Selection Condition for Characteristics


Assigning Selection Conditions to a characteristics would make it mandatory for the
value assignment to the characteristics based on a value assigned to the other
characteristics.

The characteristics "Seating" should be entered with a characteristics value if the value
of the characteristics "Brand" is "05" (Honda Accord EX). To have the characteirstics
mandatory for input, you can do so by assigning an object dependency (Z05) to the
characteristics "Seating" at the header level.

Object dependency Z05 - Selection condition = $SELF.BRAND = '05'

An object dependency - Z03 - Precondition added to the characteristics would unhide
the characteristics "Seating" if brand = 05 (Honda Accord EX) - $SELF.BRAND = '05'

Both the precondition and selection condition working together would firstly unhide the
characteristics and make an entry mandatory respectively.




6th Procedures for Characteristics


Procedures are object dependencies which are used to infer the characteristics values.
Procedures can be used at characteristics header level or at characteristics value
level. n varaint configuration scenarios you can assign procedures to the configuration
profiles.

n Variant configuration, procedures can be used to change BOM quantity or change the
Routing/Recipe Standard Values.

Procedures are also used to default values to characteristics.


For example

When you are in a business of manufacturing of steel, you can have the theoretical
weight of the steel billets inferred through the weight and length of the billet as shown
below

Characteristics

Width = P m
Length = Q m
Height = R m
Weight = ? cubic meter
Packing_Type =

$SELF.Weight = $Self. width * $Self.Length * $Self.Height


Similarly, you can also infer the value of characteristics "Packing_Type" depending
upon the weight of the steel billet. Use a source code as below

$Self. Packing_type = 'CONTANER1' F $Self.Weight < 100
$Self.Packing_type = 'CONTANER2' F $self.Weight > 100



Descriptions View





Maintaining Descriptions

You can maintain descriptions in various languages to have the description shown when
a user logs on in various other languages other than English. The other use of
descriptions is for printing them on forms or certificates that you may send to the
customer with the characteristics value.


f you want to maintain in other languages other than English, then you can enter the
language code and enter the description in that language. f you don't maintain the
description in other languages, then on, logging-in SAP in that given language, you
would not see the description of the characteristics.



VaIues View





n this view, you can predefine allowed values for the characteristics.

f the characteristic is a character format characteristic (COLOR), you can manually
define the allowed value as RED, YELLOW, BLUE, GREEN. The number of characters
used to define the value should be equal to the allowed characters define in the basic
data view of the characteristics.

f the characteristic is a numeric format characteristic (pH), you can manually define the
allowed value as 1, 2, 3, 4, 5 pH. The number of characters used to define the value
should be equal to the allowed characters define in the basic data view of the
characteristics. For numerical characteristics you can also define tolerance ranges
within which the characteristics values should be set or you can define the allowed
values to be equal to or greater than or less than a certain value.



Other VaIue Check





The "other value check option allows you to enter the allowed values manually or fetch
the same through a 'check table' maintained in SAP or to restrict the allowed values
through a logic programmed in a functional module or have the allowed values directly
brought in from a QM catalog for character format characteristics as shown below




AdditionaI Data View:





You can define the characteristics as reference characteristics to pull in the values of
the characteristics from a standard 'SAP Table Field Combination'. Enter the Table
name and the field name in the tab area as shown in the screen below

a) Table Name Define the SAP Table name where the values are referenced from
while recording the Characteristics

b) Field Name Define the SAP Field name where the values are referenced from while
recording the Characteristics


Not ready for input

f you select this indicator for the characteristic, the values cannot be entered manually
and would be referenced automatically or entered through other programmatic methods.


No DispIay

The Characteristics is hidden and you have to press the "Hidden Characteristics Button
to see these characteristics.


DispIay AIIowed VaIues

The allowed values are shown on the screen below the characteristics; you don't have
to pull-down to see the allowed values.



Restriction View





f you want to restrict a Characteristics for use in a particular Class Type, then you can
enter the Class types that you are restricting the characteristics to, in the Restrictions
Tab, For Example if you want to use a characteristics "G2_VSCOSTY in the Batch
Class type 023, and not in the Material Class type- 001, then don't enter 001 in the
restrictions tab.

If you don't use the restrictions, you can use the characteristics in any class type as
required.
SAP Class and Class Type


Define Class and Class Type


You can use SAP transaction code CL01 (CL02/CL03) to create a characteristics.

nstead of directly assigning the characteristics to an object like the material master or a
batch, SAP has come up with a simpler solution, where it first assigns the
characteristics to a class and then assigns the class to the object.

Classes are created for a class type, for example, if you want to create a class assigned
with characteristics for defining the material features, then the class type is called
"material class type 001, if you are creating a class with a set of characteristics to be
used for recording the batch related values, then you have to create the class with a
"batch class type 022 or 023 etc, etc. A class is created for a purpose, for assignment
to a certain object and for a certain reason; this very reason defines the class type of
the class.

A class is created with a class type, name and description (in languages required) and
with the set of characteristics required for recording values against the class.

The class type determines how classes are processed, and how objects can be
classified and retrieved in these classes. You define class types for a specific object
type, such as materials.
Material class
Batch class



Class Where-Used List


f you run the where-used list for classes, you can see the assigned objects to the
classes. For this you would need to go to CL02 or CL03 Transaction menu >>>
environment >>> Press where-Used List. You could also use the transaction codes
CL30N - Find Objects in Classes or CL31 - Find Object in Class Type or CL6BN -
Object List



Class List Report


You can use the class list to check the list of classes and the assigned characteristics
with their formats. Similarly you can check the class hierarchy using the CL6B
transaction code in SAP.



Creation of SAP Class and Class Type


Classes are created individually in SAP using the CL01 transaction code while class
types are pre-configured by SAP.

Following steps are required to create a class



Basic Data View





The Basic Data view contains the following. You should first enter values for the Basic
data view explained as below

The class type for which you are creating the class for

The Name of the class

The Description of the class. You can also define keywords for the class.

The Validity of the class with the "valid from and the "valid to dates

Status You should use the characteristics status to lock it for use or to
release it for use in classes. f you are creating in the process of creation, you
can also choose the status "in Preparation

Class Group The classification of a class or the grouping of the class
helps in reporting or retrieving a certain class.

Assignment of the class to an organization area like Sales, purchasing,
production, where the characteristics of the class are going to be used. This is
really optional

"Do not check for identical characteristics values in the classification of
an different object of the same class

When identical values are assigned to the classification of different object
using the same class, the system issues a warning Check with warning

When identical values are assigned to the classification of different object
using the same class, the system issues a error Check with error

Authorization restriction for maintaining, using the class for classification
and searching objects of the class.

Assignment indicator defines whether objects are already assigned to
the class.



Characteristics View





n the characteristics ta-, you have to enter the name of the characteristics which is
required to be assigned to the class. Pressing F1 on the characteristics in the
characteristics tab would divert you to the characteristics master data. When you insert
characteristics in the characteristics tab, the format of the characteristics is also pulled
in.


Documents View


You can also assign documents to the class through the documents view
Assign of Classes to Objects


The classes have to be assigned to the objects. Objects in SAP are mostly materials;
though they can be other objects in SAP where classification is required (this is not
discussed here). Assignment of classes to material, indirectly assigns the
characteristics to the objects or the material master.


CIass Where-Used ist


f you run the where-used list for classes, you can see the assigned objects to the
classes. For this you would need to go to CL02 or CL03 Transaction menu >>>
environment >>> Press where-Used List. You could also use the transaction codes
CL30N - Find Objects in Classes or CL31 - Find Object in Class Type or CL6BN -
Object List



What are Objects


O f you wish include batch class to capture batch management characteristics
values at the point of goods receipt from the order, you should assign the
material with a 'batch classes' (class type 022 or 023)

O f you wish include material class to capture material (product features)
characteristics values at the point of creating a material, you should assign the
material with a 'material classes' (class type 001)

O f you wish include variant configuration class to capture configuration values with
characteristics at the point of creating a sales order, you should assign the
configurable material with Variant class (300)

O Similarly if you are trying to use configurable class 200 to the materials so as to
use the same in variant configuration, you should assign the class 200 in the
material variants (and not in the configurable material).


Create Assignment of Classes to Objects


The assignment of the classes to the objects is carried out using the following methods

O The material master (MM01 or MM02) itself in the classification view

ExampIe:

aterial aster Classification View:

Material = M1

Assignment Class 1
Assignment Class 2
Assignment Class 3
Assignment Class 4
Assignment Class n


O Or through the use of CL20 (Assignment of classes of single class type to
single material master)

ExampIe:

Material = M1
Class Type = 023

Assignment Class 1
Assignment Class 2
Assignment Class 3
Assignment Class 4
Assignment Class n


O Or through the use of CL24N (Assignment of single class of a single
class type to multiple materials)

ExampIe:

Class = XYZ
Class Type = 023

Assignment Material 1
Assignment Material 2
Assignment Material 3
Assignment Material 4
Assignment Material n


O Or assign classes to a superior class, thus creating class hierarchies
through the use of CL22N

ExampIe:

Class = XYZ

Assignment of class 1
Assignment of class 2
Assignment of class 3
Assignment of class 4
Assignment of class n
Other Points about SAP Classification


Other important points and tricks about SAP Characteristics and Classes


Changing characteristics or removing characteristics from the class:


When a SAP Characteristic is used in any class and assigned to the objects (for
example material, batch etc) and further classified in objects with values (like in
material master or batches), it becomes really difficult to remove the assignment of the
characteristics from the class or change the characteristics master data (especially for
format).

f you wish to really remove the assignments or change the characteristics (you would
have to go back in the same route you have come)

1
st
First you would have to use the where used list for the characteristics and find out
the objects to which it is assigned. You will get a list of classes and the objects
(materials and batches) to which the characteristic is assigned to.

2
nd
You would have then 'remove or delete' any classification values set on all the
objects for the characteristics or class (material or batch). For deleting the whole
classification, there is a provision especially in the batches initiated by pressing the
"delete classification button. On the other hand, you may also removing values for the
required characteristics from all the objects. To go to the classification area, you should
go to classification tab in the batches or in the classification view of the material master.

3
rd
After the steps 1 and 2 are done, the system would let you remove the
'characteristics' from the class or classes. This removes any connection of the
characteristics with the classes and the objects.

4
th
Then you can change the characteristics master data for the format; you may create
new characteristics with the correct details and then reassign it to the class or classes.


Note There is a program in SAP to remove or delete the characteristics from the
classes even though they are classified in objects. This Standard SAP program
"RCCLZUOB can be used.


Deleting the class:


Follow the below steps so to delete a class. The system will not let you delete the class,
if the class is already assigned to objects and they are classified in materials or in
batches or in variant classes.

1
st
For deleting the class, you would have to go in to the where-used list of the class
and find out the objects to which it is assigned to (for example materials, batches).

2
nd
Then you should go individually in to the materials to remove the assignment of
classes from the materials; alternatively you can go in to CL24N to remove the
assignment of materials for the class and class type.

f the system does not let you remove the assignment of the classes from the materials
then you should delete the classification (i.e., delete all the classified value for the
material or in other words remove the classified values for all the assigned objects). f
the class is a batch class you should go and delete the classification from the batches
classification view and for material class you should go in to the material master and
remove the material classification values. This will let you delete the class.

3
rd
Deleting the assignment of the objects would let you delete the class using CL02
transaction.

SAP Batch Master

Work In Progress ------ You wiII get it soon.............. :)

SAP Batch derivation


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
=

O At Goods Receipt of the manufactured quantities

O At Release of order

O At Usage Decision

O At Batch Creation
Batch Derivation Example


The following is an example of batch derivation at production order or process order
release.


Production order / Process order = 1000120 for Material M1


Step 1 Define the transfer characteristics from the issued or sending component
batches to the manufactured batch.


Issued
Component
Batch Concerned
Characteristics
VaIue Require
Transfer
ogic
C1 B1 COLOR RED NO
WDTH 2 M YES Move Average Value
LENGTH 10 M YES Move Average Value
HEAT NUMBER H1 YES Move the Minimum

B2 COLOR RED NO
WDTH 3 M YES Move Average Value
LENGTH 10 M YES Move Average Value
HEAT NUMBER H1 YES Move the Minimum




Step 2 At Goods Receipt of the order or at Release of the manufacturing order or at
usage decision, the transfer of characteristics can be triggered from the sending
batch/es to the receiving batch/es.

Manufactured
MateriaI
Batch Concerned
Characteristics
VaIue Whether Copied over
M1 BX DAMETER 5 MM
WDTH 2.5 M Move Average Value
LENGTH 10 M Move Average Value
HEAT NUMBER H1 Move the Minimum





SAP Batch Derivation Types


There are 2 types of Batch Derivations, Pull and Push Batch Derivation.


PuII Derivation


Pull derivation exists when there are multiple sender batches and one receiver batch.

Batch Master Characteristic's values or Batch Master Field values can be transferred to
the receiver batch from the sender batch.

For a given characteristics either its value from the first batch can be copied over or an
average value can be copied over to the receiver batch.

Pull Derivation = Many Senders >>TRANSFERRED>> One Receiver
= n
senders
1
Receiver




Push Derivation


When there are many receivers and 1 sender. You have to choose whether the batch
derivation is a push derivation in the sender condition record.

An example of Push derivation can be

When you procure a component batch and use it to produce chemical products which
are produced in bulk and stored in various bulk containers marked with unique batch
numbers, in this case you if you want to transfer a component batch characteristics
value or component batch master fields to the receiver batches, then you can do so
using "Push Batch Derivation.


Pull Derivation = One Senders >>TRANSFERRED>> Many Receiver
= 1
senders
n
Receiver




Steps in Settings up SAP Batch Derivation


One can use the following steps to set up batch derivation in SAP.


Step 1:


Activate Batch Where used Iist

One should 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.



Step 2:


Batch Derivation Activation

Batch Derivation should be active in configuration so as to use this functionality. Use
transaction code DVSP.



Step 3:


Setting Batch Derivation Search Procedure Techniques


t 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

f 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.


Steps in setting up Batch Derivation Condition techniques


1. Create Sending Condition Ta-Ies


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 (Use configuration 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 901 with the following condition fields

Sending material + Sending Plant (Table 901)



2. Create Receiving Condition Ta-Ies


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 (Use configuration 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 902 with the following condition fields

Receiving material + Receiving Plant (Table 902)



3. 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.

f 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 You can call this sending access sequence as "ZDS1

10 Sending Plant (Table 502)
20 Sending material + Sending Plant (Table 901)



4. Create Receiver Access sequence,


Create receiver access sequence to 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.

f 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 You can call this sending access sequence as "ZDR1

10 Receiving Plant (Table 501)
20 Receiving material + Receiving Plant (Table 902)



5. Sending Condition Type (Strategy type)


Sending Condition types is created to assign the sending access sequence to it.
Standard SAP already has done this for you.

n SAP, the standard sending condition type BDS1 is created and assigned to the
standard sending access sequence BDS1.


Transaction code is DSC6.


6. Receiver Condition Type (Strategy type)


Receiver condition types are created to assign the receiving access sequence to it.
Standard SAP already has done this for you.

n SAP, the standard receiving condition type BDS1 is created and assigned to the
standard receiving access sequence BDS1.


Transaction code is DRC6.



7. 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.




. 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.



Step 4:


Define the 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

O @ Release of production/process order
O @ Goods receipt from production/process order
O @ Usage Decision
O @ Manual Batch Derivation
O @ 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.


O Assign a Sender Batch Derivation Search Procedure
O 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.

O Static batch derivation transfers the characteristics values of the sender batches
to the receiver batches. A derivation log is generated in the derivation Monitor.
O 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.


D) Do you want to display the batch derivation results

The answer to this question decides whether the derivation results are displayed.

O Display in Errors
O Hide when ok
O Always Display
O Always Hide

Following steps can be followed to implement batch derivation in your organization



Step 5:


Creating Sending Condition Records or Sending Batch search Strategies


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/DVS2/DVS3

Choose the batch derivation strategy from the drop down >>> Then 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.



Step 6:


Creating Receiving Condition Records or Receiving Batch search Strategies


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/DVR2/DVR3

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 RuIes for the receiving characteristics are concerned with the following sending
characteristics attributes


O 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.



Step 6:


The ActuaI Derivation


Once the batch derivation configuration is done and the master data is set, the
derivation is triggered at the point where it is defined for.

SAP issues messages of success or error or information when the derivation finishes.
You can define in transaction code DVC8 Batch derivation Event configuration, if you
want such messages to be popped-up after the derivation.

Batch Determination


Define Batch Determination


Batch Determination is used in inventory management, production, sales and
distribution, warehouse management. t is used to select batches and allocate the same
in a manufacturing order or in an outbound delivery or in a goods issue/goods transfer
in inventory management.

n Production, Sales & Distribution, in inventory management or in warehouse
management, batch determination is used to search and allocate batches for the
components in production order/process order or to search and allocate the delivery
batches in a customer based outbound delivery or to search for batches and allocate
batches in goods issues.

The tools that batch determination uses is the determination condition techniques based
on the condition tables, access sequence and strategy types. These condition types are
enough to choose and allocate batches. Though additionally batch determination uses
selection classes and its characteristics values to choose batches and/or uses sorting
rules to choose sort batches while selection based on characteristics and its values.

We have already learnt in batch derivation documentation, how the search procedures
condition techniques help in searching the sending batches and receiving batches and
thus derive the transfer of characteristics values. Similarly you can use the search
procedures techniques to search and select batches during batch determination.

SAP Batch Determination Condition Techniques

You can follow the steps as below to create Batch Search Procedure Techniques



First Step - Create Batch Determination Condition ta-Ies


Batch determination condition tables once created become the key combination fields
for searching batches. Eventually the condition records or search strategies are created
as master data based on these key combinations. The Condition Tables are created
separately for M, Production, WM and Sales.






Second Step - Create Batch Determination Access sequence


Batch determination access sequences have multiple condition tables (key
combinations) assigned in a sequence of priority. This facility allows you to create data
for many key combinations so that even if the search of batches fails on the first key
combination condition the rest in the priority would help in search. The Access
Sequences are created separately for M, Production, WM and Sales. The below
screen-shot shows all the screens involved in the access sequence configuration.





Third Step - Create Batch Strategy Types


Batch Search Strategy holds multiple access sequences, though not assigned in any
sequential priority. The assignment of the strategy types is separately for M,
Production, WM and Sales.

The strategy types or condition types are assigned in priority in the next step called
"Batch Search Procedure Definition.

The strategy type's configuration holds the selection criteria and the sort rules used in
batch determination techniques.

Strategy types are used ultimately to create the batch search master data or batch
search condition record so that the system would know the exact level at which search
for batches is to be carried out along with the selection/sort rules of these batches.

t is obvious that batch search strategy is used to search batches on certain rules,
because you want to automate the process and do not want it to do it manually for each
and every batch. Thus you have to aid the system in putting in a decision such as -
search all the batches of a given plant or search all the batches of a given set of
material at a plant or search batches for a given component or etc.





Additionally the system gets a help from the selection criteria or the sort rules to select
and sort the batches for a characteristics value. Though the selection criteria and the
sort rules are optional if the condition tables and the strategy types are enough to
search and assign the batches to the business objects. The selection and sort rules can
be defined separately and assigned to the strategy type. See the explanation below


Create SeIection cIass (Optional in Batch Determination) Selection class is used to
help the system choose a certain batch based on the characteristics and their fixed
values. Therefore when you create a selection in SAP using transaction code BMC1
(BMC2/BMC3).

You would then assign the selection class to the strategy and use the same in the
condition record master data. n the condition records you need to enter the required
fixed values against any class characteristics that you would want to use to search the
batches.


Create Sort RuIes (Optional in Batch Determination) Sort Rules are used to help the
system sort the batches for the given class characteristics. When you create the sort
rules in Batch determination, you would select the characteristics on which you would
want to sort the batches for selection and assignment to an object. The characteristics
on which the sort rules are based upon (LAST_GR) is shown in the screen-shot below.






Fourth Step - Create a Batch Search procedure


A Batch Search procedure holds multiple strategy types assigned in sequential priority.
The Batch search procedure thus becomes the final configuration which holds the total
search configuration together. The Batch Search Procedures are created separately for
M, Production, WM and Sales.







Fifth Step - Batch Search Procedure AIIocation and Check Activation


n this step you allocate the batch search procedure to the respective modules. n the
case of inventory management, the Batch search procedures are assigned to the
Movement types. n the case of production or process order, the batch search
procedures are assigned to the production plants and order types. n the case of Sales
and Distribution the Batch Search Procedures are assigned to the Sales Areas and
Sales document type. n the case of Warehouse Management, the Batch Search
procedures are assigned to the Warehouse number and they can be also assigned to
the warehouse number + Movement type combination.

The below screen shot shows the batch search procedure assigned to various SAP
logistical areas. There are 4 screens illustrated in one screen shot below.







Sixth Step - Creation of Batch Search Condition records or Batch Search
Strategy


When the entire configuration for batch search condition techniques is done, you would
create the Batch search condition records using varied transaction codes

For nventory management - MBC1 Create, MBC2 Change, MBC3 Display
For Production order/Process order - COB1 Create, COB2 Change, COB3 Display
For Sales and Distribution - VCH1 Create, VCH2 Change, VCH3 - Display
For Warehouse Management - LS51 Create, LS52 Change, LS53 Display


The Batch Determination Search Strategy or Condition records can be created as
below






Step 1

Enter the Strategy Type For example C001 in Production order Scenario


Step 2

Press Enter


Step 3 A Key combination is provided by the system to choose from. Choose a Key
combination for which you want to create the condition record for. The Key combination
in this case is Order type + Plant + Component.


Step 4 Enter the Values for the order type, plant and the component combination for
which you want the system to search the batches during batch determination. Also enter
the Validity Period for which the Batch Master Strategy would be valid and can be used
by the system.

Enter the values of the following fields while creating the batch strategy master data or
you can also have the values of these fields brought in from the "Batch strategy type
configuration

O Number of allowed Batch splits Enter the allowed number of batch splits during
batch determination. Batch splits specifies the number of batches that can be
picked so as to satisfy the requirement quantity.

O Select the "Change allowed indicator f you want the number of batch splits to
be flexible and it can be changed as per the situation, so as to satisfy the quantity
required.

O Over delivery Allowed f you select this indicator, the batch split can pick up
batches whose batch quantity could possibly exceed the requirement quantity.

O UOM to display the batch quantities in, during the batch determination process. t
could be in stock keeping UOM or in unit of entry of the document.

O Select the "Dialog for Batch determination f the batch determination is run in
the foreground and if you want the results of batch determination to pulled-up in a
dialog box, you should select this indicator. Forget this indicator if batch
determination is always carried out in the background.

O Routines You can assign Routines to help in quantity proposal. f there is no
special routine that you have created for batch determination then you can set
this field with a default value as "1. Routines in SAP would carry out certain
functions. For example you can write a routine to select the batches in batch
determination based on your own special rules and logics which cannot be
covered by search procedures, selection classes and sort rules.

O Selection Type Specifies the following options which are self explainable.

mmediate selection according to selection criteria
N No selection at beginning of batch determination
O Selection with no selection criteria
F Selection criteria cannot be changed in batch determination



Step 5 f you are working with selection classes, you can assign the characteristics
values for which you want the system to select the batches during batch determination
as shown in the screen shot below.

f you are working with Sort rules as well, you can assign a sort rule (create the sort rule
before you create the Batch Search Strategy).



Illustration of Batch Determination Condition Technique Configuration


This particular llustration of Batch determination condition techniques configuration is
shown for SAP PP/PPP.


Step 4: Create Batch Search Procedure
0010 CO0001 10 ZP01 (Existing Standard SAP Batch Search Strategy)
0010 ZP0001 10 ZP01 (Assign here - Batch Search Strategy Z001)

Step 3: Create Batch Search Strategy
Z001 (Assign Here Access Sequence Z001)
C001 (Existing Standard SAP Search Strategy)

Step 2: Create Access Sequence
0010 Z001 10 901 ZCD1 (Assign Here Condition Tables ZCD1)
0010 Z001 20 902 ZCD2 (Assign Here Condition Tables ZCD1)
0010 Z001 30 903 ZCD3 (Assign Here Condition Tables ZCD1)


Step 1: Create Condition Ta-Ie
901 ZCD1 (Choose Here Condition Fields from a set provided)

Choose Condition FieIds
Plant

Step 1: Create Condition Ta-Ie
902 ZCD2 (Choose Here Condition Fields from a set provided)

Choose Condition FieIds
Component + Plant

Step 1: Create Condition Ta-Ie
903 ZCD3 (Choose Here Condition Fields from a set provided)

Choose Condition FieIds
Order type + Plants + Manufactured Material + Component

Pre-requisite for SAP Batch Determination in SAP PP/WM


When you want to use batch determination in SAP PP/WM you should also use the
"Batch Entry Field in MRP3 View

For the Batch Determination to work in production order for the components, you should
have a value for the "batch entry field. The values if set to "3 will carry out batch
determination automatically and if set to "blank will not carry out batch determination for
the components in the production.
Batch Determination in Logistical areas



Batch Determination In Production


Batch determination is used in production to search for component batches in the
production order or in the process order component list. t also reserves the batches for
the production order. These batches once assigned get included in the reservation list
created for the order.

The selection of inventoried component batches can be based on the simple batch
search procedure techniques with or without the selection class and sort rules.

Determination of batches can be an automatic procedure or can be triggered manually.

Note that

O The components should be batch managed

O f selection rules and sort rules are to be applied for determination of batches, the
components should be classified with a class. Most of the times the selection is
on Batch Class. Though you can select on the basis of any other class.


For the batch search procedure to work as per your conditions records, selection rules
and sort rules, you should configure batch determination in Production order and/or
Process order (as per the type of manufacturing set up) and maintain the required
master data

a) Create the required configuration for Batch search procedures using the path
- Logistics >>> Batch Management >>> Batch Determination and Batch Check

b) Then assign Production order and/or Process order Batch search procedure
to the "Order type and Plant combination using the path -- Logistics >>> Batch
Management >>> Batch Determination and Batch Check >>> Batch Search
Procedure Allocation and Check Activation >>> Assign Search Procedures to
Production and Activate Check

c) Create condition records in the front end using transaction code COB1
(Change/Display - COB 2/ COB3)


ExampIe:


As a simple example, you would want to manufacture a product M1 with batch managed
components C1, C2, C3; out of which you would like to have the system automatically
select batches for the product C3 based on the following rules

The selection classes and the sort rules can be illustrated as below

O Select Batches which has a selection class (Batch Class) called as =
ZCOMPONENT. This batch class should have been assigned to the component

The Values of the following characteristics are entered while creating the
selection class. The other characteristics which exist in the class are not used for
selection purpose.

4 pH = <=3
4 COLOR = RED
4 LOBM_RLZ = < 100 Days (Remaining Shelf Life for Batch)
4 LOBM_ZUSTD = "Released (Standard Characteristics for Batch Status)

Though pIease note that use of selection class is optional; this example uses
selection class since the business process demands.

Depending upon the batch master strategy or the condition record created for a
given production order or process order strategy type (for example with a key
combination = Manufactured Material + Plant + Component) and depending upon
the selection class rules set for the selection classes, the system would select
the component batches.

O Selection of the component batches should also be based on a FFO Sort rule
(First n First Out) so that the component batches lying in stock do not age out.
To do this you would create the sort rule with a Characteristics LOBM_HSDAT
(Date on which batch was produced) placed in ascending order and
FFO_LAST_GR_DATE (which is a reference characteristics referencing the field
last GR data MCHA + LWEDT) also placed in ascending order of selection.

SORT_SEQ_1 Production Order Component Selection Sort Sequence

Characteristics Ascending/descending
LOBM_HSDAT Ascending
FFO_LAST_GR_DATE Ascending





Batch Determination In Sales and Distribution


Batches can be assigned to the quantity based contracts or in quotations early in the
process so that they can be reserved for the customer. Though assigning to these
objects can lock your inventory, thus disallowing it to be used for any other customer
delivery.

Similarly in the sales order, you can assign the batches through automatic
determination based on condition techniques supported by selection classes and/or sort
rules. You could have the determination done manually as well in the sales order.

Assignment of the batches to the Sales orders is required if the customer requests
batches of a certain specification set or if you want to choose batches in the sales order
based on certain sort rules or based on certain characteristics values maintained by you
to classify the inventory.

Since there is no Batch Split in Sales order Batch determination allowing the system to
assign multiple partial batches, the system finds itself incompetent to assign multiple
partial batches to satisfy the sales order line item demand. Even though with such as
shortfall in functionality, if you still want to allocate batches to the sales order line item
through Batch determination you can do so and call the batch selection screen through
manual batch determination and have the batches chosen manually to satisfy the
quantities.

Whereas n Outbound Deliveries, you can use Batch determination and have the
system allocate batches or pick the batches. The Good News is that outbound delivery
has the functionality of Batch split and allocation of multiple batches to satisfy the sales
order line item quantity. Having Batch determination late in the sales business process
would make sure that the inventory is not locked up for a very long time.

Batch determination in the outbound deliveries can be triggered manually or can be
automated as per the configuration. You can also change the determined batches and
overwrite the same till they are issued to the customer.

Batch Determination in outbound deliveries can be made using the condition
techniques, the selection classes and the sort rules. Follow the example below to know
more about batch determination in outbound deliveries.


For the batch search procedure to work as per your conditions records, selection rules
and sort rules, you should configure batch determination in Sales and Distribution and
set up the required master data

d) Create the required configuration for Batch search procedures using the path
- Logistics >>> Batch Management >>> Batch Determination and Batch Check

e) Then assign Sales and Distribution Batch search procedure to the "sales
area and document type using the path -- Logistics >>> Batch Management >>>
Batch Determination and Batch Check >>> Batch Search Procedure Allocation
and Check Activation >>> Allocate SD Search Procedure/Activate Check

f) Create condition records in the front end using transaction code VCH1
(Change/Display - VCH2/VCH3).



ExampIe:


f you want to carry out batch determination for all the materials that are sold out of the
plant through an outbound delivery, then you can create a condition technique with or
without the selection classes and sort rules. Though in 'outbound delivery' batch
determination, most of the customers would mandatorily base their batch allocation on
selection classes, values of the characteristics in these classes and sort rules.

The selection classes and the sort rules can be illustrated as below

O Select Batches which has a selection class (Batch Class) called as =
ZCOMPONENT.

The Values of the following characteristics are entered while creating the
selection class. The other characteristics which exist in the class are not used for
selection purpose.

4 LOBM_RLZ = < 20 Days (Remaining Shelf Life for Batch)
4 LOBM_ZUSTD = "Released (Standard Characteristics for Batch Status)

Though pIease note that use of selection class is optional; this example uses
selection class since the business process demands.


O Selection of the finished product batches should also be based on a FFO Sort
rule (First n First Out) so that the batches lying in stock do not age out. To do
this you would create the sort rule with a Characteristics LOBM_HSDAT (Date
on which batch was produced) placed in ascending order and
FFO_LAST_GR_DATE (which is a reference characteristics referencing the field
last GR data MCHA + LWEDT) also placed in ascending order of selection.

SORT_SEQ_2 Outbound Delivery Selection Sort Sequence

Characteristics Ascending/descending
LOBM_HSDAT Ascending
FFO_LAST_GR_DATE Ascending




Batch Determination In Inventory Management


t is logical that for all the movement types which are involved in goods issue, you would
want to search for batches from inventory. The business processes can be goods issue
to production order or process order, transfer posting, return to supplier etc.

For the batch search procedure to work as per your conditions records, selection rules
and sort rules, you should configure batch determination in inventory management and
set up the required master data

g) Create the required configuration for Batch search procedures using the path
- Logistics >>> Batch Management >>> Batch Determination and Batch Check

h) Then assign nventory management batch search procedure to the
"movement types using transaction code OMCG (Logistics >>> Batch
Management >>> Batch Determination and Batch Check >>> Batch Search
Procedure Allocation and Check Activation >>> Allocate M Search
Procedure/Activate Check)

i) Create condition records in the front end using transaction code MBC1
(Change/Display - MBC2/MBC3).


f you want to be generic, you can have the condition tables set at the Plant level or
Movement type + Plant level; whereas if you want to be more specific or detailed you
can have the condition tables set at Movement type + Plant + Material level.

On the other hand, if you have forgotten to enter any batch determination condition
techniques or if you have forgotten to assign them to the movement types, the system
would eventually carry out an availability checks and choose a batch for you (for which
you would have to put an asterisk - *, in the batch field while creating the goods
movement.

Use in nventory Management - When you create the goods issues, you can enter an
Asterisk "* in the Batch Field and expect the system to throw up a batch number.
Putting an asterisk would provide an available batch number from the stock or provides
a batch number as per the batch search condition techniques set. And if you have
forgotten to configure batch determination in inventory management, the system would
search the batches based on standard availability checks and provide you with a batch
number.

SAP Batch Where Used List

Work In Progress ------ You wiII get it soon.............. :)

SAP Batch Specific Unit Of Measure

Define Batch Specific Unit of Measure


t is observed that SAP provides Standard Base Unit of Measure, which is the stock
keeping unit of measure, and also offers Alternate Unit of Measure, which can be used
as goods issue unit or production unit of measure or even sales unit of measure, apart
from the standard base unit of measure.

The alternate unit of measure is a directly or indirectly proportional to the base unit of
measure through a maintained conversion in the material master. This tool is powerful
in situations when the alternate unit of measure is always convertible through the base
unit of measure, though in case when the alternate unit of measure is not convertible
through the base of unit of measure and the conversion factor is ever changing then this
tool called Batch Specific Unit of Measure comes into play. The same can be explained
below



Big Question:


SAP offers Base Unit of Measure and Alternate Unit of Measures then why does SAP
offer Batch Specific Unit of Measure

a) The Base Unit of Measure is the primary Unit of Measure (stock keeping
unit), but there are so many production processes, purchase processes or sales
processes which have to take in to consideration dynamic alternate unit of
measures, which are not based on a theoretical conversion factor.


b) SAP offers Alternate Unit of Measure which is based on theoretical material
master conversion factors which cannot be changed during the actual execution
of the process. t can be only changed as a part of material master data changes.

For example if you are in the manufacturing of Steel Billets, you would probably
work with a base unit as "Each or "Pieces and an alternate unit with a fixed
conversion factor as "Kg or "Ton, let's say 1 EA = 200 Kg


c) So for production processes or purchase processes or for sales processes,
there can be an alternate unit of measures which could vary every now and then
or could change for every lot that is produced or purchased. Therefore SAP has
come up with something called Batch Specific Unit of Measure.


d) n Batch Specific Unit of Measure configuration, you would normally define
the base unit of measure, the corresponding batch specific unit of measure and
the conversion factor which is to be maintained as a characteristics value in the
batch that would be received from purchase or production, thus allowing
maintenance of an ever changing conversion factor for every batch.


e) Batch Specific Unit of Measure allows you to change the conversion factor
for every batch that is produced or procured, allowing the derivation of quantities
in actual alternate unit of measure and not based on a theoretical alternate unit.


f) So, at the point of Goods Receipt, conversion of quantities maintained in
alternate units based on a conversion factor maintained as batch characteristics
level is called "Product Unit - Based Batch Specific Unit of Measure.


g) Similarly you can also use batch specific unit of measure to calculate the
proportions of ingredients with respect to the base unit of measure. For example
100 milliliters of a particular batch of fruit juice contain 30.0 milligrams of vitamin
C and 10.5 grams of sugar, as well as the fruit juice proportion. This is called
"Proportion -ased Batch Specific Unit of Measure.

Steps to Set-up Batch Specific Unit of Measure

Step 1: Activate Batch Specific Unit of Measure

As a part of configuration you should first activate Batch Specific unit of measure.

For activating batch specific Unit of measure, you have to make sure that batch
management is also active. Similarly the materials involved should also be batch
managed in SAP ECC.






Step 2: Define the Batch Specific Unit of Measure


As a part of configuration, you are supposed to inform the system, the alternate unit of
measure which you are going to use as batch specific unit. f the standard SAP does not
provide this alternate UOM (which have decided to mark as the batch specific UOM)
you have to create it in SAP using the transaction code CUN. For example The Base
Unit of measure can be "PECES while the alternate UOM which you are going to treat
as the batch specific UOM can be "Kg.

Through the use of the following configuration transaction code (MG >>> Logistics -
General >>> Batch management >>> Batch specific material unit of measurement >>>
Edit batch specific material unit of measure) you are supposed to update the Batch
Specific UOM that you would be using, for example "Kg as shown below (The screen
for configuration would look as exactly as below)


New Entry Details Edit Batch Specific Unit of Measure
UOM Batch Specific UOM UoM Ref UoM Dimension Text
KG Kilogram KG Kilogram No Dimension






Step 3: Create the UOM for the Batch Specific Conversion Factor


n order to run Batch Specific Unit of measure, a characteristic is required to be added
to the batch class that would carry the conversion factor for deriving the alternate Batch-
Specific UOM. Therefore it is mandatory to create this UOM prior to going ahead in your
aim. f this UOM already exists in the system then you can go to the next step.

We should create the "non-dimensional UOM that would be used as a UOM for the
characteristics through the use of a SAP transaction code CUN.

For example create the UOM "K/E Kilograms per Piece; this is the UOM of the
characteristics used as the conversion factor value. Using the conversion factor
characteristics with a UOM brings us closer to solving the jigsaw.



Step 4: Create the Conversion Factor Characteristics for the Batch Class


Create the Characteristics in the transaction code CT04 and assign the same to the
batch class of the product which requires the batch specific conversion. When you
create the characteristics you should assign the UOM created in the step 3 Batch
Specific conversion factor UOM.

For example you can create characteristics called "KG_EA with a description Kilograms
per Piece and the UOM can be K/E

The characteristic that is created should be a numeric format characteristics and it
cannot carry multiple values.






Step 5: Assigning the Conversion Factor characteristics to Batch Class


Use the transaction code CL02 and assign the characteristics (conversion factor
characteristics) to the batch class.

Apart from just assigning the characteristics to the class, you also need to classify the
Batch class at the header as a Special Batch Class by entering a value "S (Substance
Steel) in the class header for the field "Organizational Area. You also include the
value "S for the characteristics in the screen where you list the characteristics of the
class (characteristics tab of the "class change transaction).

This activity would ensure that SAP would use this characteristic in carrying out the
batch-specific unit of measure functionality.

Note This batch class should be assigned to the material master which requires the
functionality of batch specific UOM.

For example you can assign the characteristics "KG_EA to the class "STEEL_BLLET.
Assign this Batch class to the material "STEEL_BLLET_00001






Step 6: For Product Quantity Conversion Configuration


This step requires one, to define the "Conversion of Base Quantities from product
quantity or "define conversion from product quantities from Base quantity.


As a part of configuration you have to disclose or educate the system about the 2 Unit
of measures involved in the conversion and the UOM that would be assigned to the
characteristics carrying the conversion factor. To do this you should add information
about the following

a) Unit of Measure of the Conversion Factor characteristics used in Batch Specific Unit
of Measure nclude the Unit of measure created for the batch characteristics
conversion factor involved in Batch Specific Unit of Measure. For example enter this
value as "K/E (Kilogram per Each)


b) Base of Measure Specify the base of measure involved in the conversion. For
example "Each (or pieces)


c) Batch Specific UOM Specify the alternate unit of measure which would be
calculated through the conversion factor entered in the batch characteristics. For
example "Kilogram. Quantity in terms of kilogram would be derived in the batch specific
UOM calculations.


This would help the system to convert from the Base UOM to Batch Specific UOM;
similarly you can also configure the conversion of Batch Specific UOM to Base UOM.

%ransaction Path MG >>> Logistics -General >>> Batch management >>> Batch
specific material unit of measurement >>> product quantity conversion >>> Define
calculation of Product qty from Base qty

(Here we are deriving the product quantity from the base quantity, though you could
also derive the base quantity from the product quantity)

The screen for configuration would look something as below


Batch-Specific UOM - Define caIcuIation of Product qty from Base qty

New Entries - DetaiIs of Added Entries

Unit of Measure for characteristics
Commercial Format K/E Editable Field values
Technical Format K/E Non - Editable Field values
Measurement Unit text Kilograms per Piece Non - Editable Field values

CaIcuIations
Base Unit of Measure EA Editable Field values

Batch-specific UOM KG Editable Field values





Step 7: Activate Batch Management for the material


For Batch Specific Unit of measure to work, you should activate the batch management
for the material.

Batch Management for the material can be activated in the purchasing view if the
involved material is an externally procured material.

Similarly the batch management can be activated for the material in the work scheduling
view if the material is an in-house manufactured material.

You can also select batch management in the plant/storage location views used for
inventory activities.



Step 8: Activate Variable Order Unit in the ~Purchasing View if you want to use the
functionality in Purchasing.


You should activate Variable Order Unit in the "Purchasing View if you want to use the
functionality in Purchasing. The functionality in terms of product Unit is always triggered
when the goods receipt is created.



Step 9: Maintaining Material Master Conversions or data required for Batch Specific Unit
of Measure


When you create the material master, you should first assign a base unit of measure -
for example "EA (Each), then go to the "additional Data of the material master where
you can maintain the following in the "proportional/product unit tab

O Maintain the type of batch specific unit of measure used Product Unit or
Proportional Unit

O Maintain the characteristics that would carry the conversion factor The
conversion factor as required for deriving the value for the batch specific UOM or
the alternate UOM is maintained in the "characteristics field. The system allows
you to enter only those characteristics which are included in the class with "S as
organizational class.

O Maintain the Plan value Maintaining a "Plan Value of the conversion factor
which would help the system a planned batch-specific quantity. This plan value
for the "characteristics conversion factor is entered in the material master to
suggest a default value which can be overwritten during goods receipt. This
value behaves a back-up-plan in case you have forgotten to enter the conversion
factor at the time of goods receipt or prior to goods receipt in the to-be-received-
batch master.

O Enter the Batch-Specific UOM that is to be used for the planned value of the
conversion factor

O Set the indicator - LUn indicator (leading batch-specific unit of measure).
When you are dealing with multiple conversion factors for multiple batch specific
units, you have to mark one of them as leading batch specific Unit.

t is noticed that when you are using batch specific unit of measure, you are
allowed to enter the quantities in both the unit of measure - base unit and the
alternate unit which is defined as batch specific unit; entering the values in any
other alternate UOM which is not defined as batch specific UOM, the system
automatically sets the quantities in the "leading alternate UOM defined as batch-
specific unit of measure.

O Set the indicator - VUn indicator (valuation based on batch-specific unit of
measure) if you wish to carry out product valuation based on batch-specific unit
of measure.

O You can maintain multiple "Batch Specific UOM for a given material






Step 10: Using the Batch Specific Unit of Measure Functionality in SAP


When you use batch-specific UOM in purchasing or in production, the planned
conversion factor maintained in the material master is used as a default conversion
factor.


IIIustrations:


a) Use of Batch Specific Unit of Measure while creating a Production order or a
process order for the material


Create a production order for quantities in base unit of measure, say you create an
order for 1 EA (1 each is the base unit of measure). The Product Unit or the batch-
specific unit (KG), at this point of time is not visible in the production order (as shown in
the screen shot below) unless and until you enter the order quantity in terms of batch-
specific unit of measure. Entering the quantities in batch specific unit of measure (in
KG) would add a field to the order to specify the quantities in base unit of measure (as
shown in the screen shot below). Such conversions from batch specific unit of measure
to the base unit of measure and vice-versa, always uses the planned conversion factor
in the material master. n this case the planned conversion factor is 1EA = 200 KG.






-) Use of Batch Specific Unit of Measure while creating a Goods Receipt from
Production order or a Process order or even from a purchase order.


When a goods receipt in created from a production order or even from a purchase
order, the derivation of goods receipt quantities (or proportions) in terms of batch
specific UOM takes place first based on the planned conversions (as set in the material
master).

You can then enter the actual goods receipt quantities for the 'base UOM' and
quantities in terms of 'batch specific UOM' to derive a 'conversion factor for the batch'

Or

You can set a conversion factor in the batch classification to derive the quantities in
terms of 'batch specific UOM' for a given Goods receipt quantity in base UOM.

t should also be noted that you can set a conversion factor in the batch master data
well before the conversion and use the batch in the goods receipt. %his thought is
really provoking isn't it?

The Quantities in alternate batch-specific UOM can be viewed in the standard SAP
stock overview (MMBE or MB52) or it can be viewed in the Batch Cockpit (BMBC).


c) Use of Batch Specific Unit of Measure in Production order or a process order
component list


Similarly you can use the same functionality for the batch managed components in a
SAP manufacturing order (for components already set with the batch Specific UOM
functionality). Component quantities (which have batches allocated) can be entered in
Base UOM or in Batch Specific UOM which forces the system to in turn derive the other
UOM through the use of planned conversion factor in the Material Master. t would not
be wrong to say that you can play with the Conversion factor in the component batches
to arrive at the correct Base or Batch Specific UOM.


d) Use of Batch Specific Unit of Measure in purchase order, Sales order,
Out-ound deliveries or in-ound deliveries


Proportionately you can use the above functionality, of having the material quantities for
batch managed stocks; to be entered in Base UOM or Batch Specific UOM, in the
Purchase order creation, in the sales order creation, in the Sales order/STO delivery, or
even in inbound deliveries. The planned conversion factor or the entered conversion
factors in the batch characteristics, allows the system to derive the Batch Specific
UOM.