J19_BB_ConfigGuide_EN_DE

SAP R/3 4.7 March 2004 English Batch Management DE (J19) Building Block Configuration Guide SAP AG Neurottstr. 16 69190 Walldorf Germany .....................................3 Activate Status Management............6 .............11 Batch Split Processing in SD.........................................5.....................................4 ........................................1 Configuration for Batch Management General........................1 Define Process Order Strategy Types..............5..............................5.7 ..................................10 ...............2 Define Inventory Management Search Procedure.......6 Internal Batch Number Assignment for Assigned Goods Receipt.........2 Conversion of Batch Level....................................5.11 5.....5..........................................8 5 Configuration of J19 Batch Management........................1..................1 Create Class for Batch Management..................10 ...............................8.........4 Conversion of Status Management................5......5.............5..1 Sales Orders with Batch Split.......................2 Make Settings for Batch Where-Used List.......5..........4 1 Purpose....1 Prerequisites ....7 PP Batch Determination and Batch Check............................................................................................................................................5..1 Define Item Categories................2 Define Process Order Search Procedure..................................................................................1 Define Sales and Distribution Strategy Types...13 5......................5..........12 .................3.......4 2 Preparation................................1...............1 Define Inventory Management for Strategy Types.........2.....................17 © SAP AG Page 2 of 19 ....................5...................5...............10 Activate Automatic Batch Determination in SD............................7 4 General Master Data for Batch Determination and Batch Check..............17 .........................15 .....................................14 5....................2 Create Sort Sequence.....3........4 .4.....4 ..........................7..14 ................................................1 Define Batch Level.3....................................................5 Configuration for Batch Determination and Batch Check............................................................8 SD Batch Determination and Batch Check................................................4 3 Configuration.............................5 ................................................6 .....................1 Activate Batch Classification for Goods Movements in IM......9 Allocate SD Search Procedure/Activate Check................................9 5........11 ..........11 ..................15 ......11..............9 .......1..........6 Allocate IM Search Procedure/Activate Check.....3.4............7.......7 ........................................................................8............3.........................4 Set Expiration Date Check for Movement Types....5 Activate Internal Batch Number Assignment......................................................5.................................................................14 5.....SAP Best Practices Batch Management (J19): Configuration Guide Content Batch Management: Configuration Guide.....3..............................................................5........1 MM Batch Determination and Batch Check..............................................................5.5..............................................................................................................................................................................................................................11....5 .................................17 5............7 Update LOBM Standard Characteristics.........................................2 Define Sales and Distribution Search Procedure...............................................................13 5...................................3 Set Expiration Date Check for Plant........................................6 ...........................................................3.............................................1............16 ...12 ......................................9 ....11 ............................ ...5..18 .18 5............................................19 © SAP AG Page 3 of 19 .....11.........19 5...2 Define Item Category Determination in Deliveries........11...................5.........11....2...........11......18 ..............11.5.......SAP Best Practices Batch Management (J19): Configuration Guide ...5........2............................1...........2 Maintain Copying Control (Sales to Sales Document)..............................................11....3.............1 Define Item Categories for Deliveries.............2 Deliveries with Batch Split...................19 .....................................1 Maintain Copying Control For Billing Documents.3 Billing of Batch Split Items..... 1 Prerequisites If you want to use this building block. Choose Batch Level In the Define Batch Level screen. OMCE Logistics . 3.3. If a material exists in stock. 2 Preparation . you must first install the following building blocks: Building Block Layer 0 Description All layer 0 building blocks 3 Configuration . If the system displays any warning messages. If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools. 4. the level may not be changeable.SAP Best Practices Batch Management (J19): Configuration Guide Batch Management: Configuration Guide 1 Purpose This configuration guide provides the information you need to set up the configuration of this building block manually. Three unique options for a material are available: • • • At plant level At material level At client level Prerequisites If the material or client level for a material is chosen. select Batch unique at material level and choose Save.General  Batch Management  Specify Batch Level and Activate Status Management Result The batch level has been set to the material level. refer to the installation guide of this building block. Procedure 1.1 Define Batch Level Use This transaction enables you to set the batch level for batch management. check that no materials exist in stock.2. continue through them by choosing Enter. © SAP AG Page 4 of 19 . Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. Result The batch level status has been activated. choose No.3. © SAP AG Page 5 of 19 . On the dialog box. Prerequisites The batch level should be set before the batch management is set to active.3. OMCS Logistics . OMCT Logistics . Choose Save. 3. Procedure 1.3 Activate Status Management Use This activity sets the batch management to active status in the client. . choose Batch level  Conversion. Result The batch level has been converted. Procedure 1. because it is very difficult to change the batch level once materials exist in stock. The status bar will display a notification of success.2 Conversion of Batch Level Use This step activates the conversion of the batch level. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. The project should carefully review which batch level is needed before configuration and creation of master data is begun. Prerequisites The batch level has been chosen. Carefully consider this step.General  Batch Management  Specify Batch Level and Activate Status Management Choose Batch status management active. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2.General  Batch Management  Specify Batch Level and Activate Status Management On the Batch definition screen.SAP Best Practices Batch Management (J19): Configuration Guide . SAP Best Practices Batch Management (J19): Configuration Guide . Access the activity using one of the following navigation options: Transaction Code IMG Menu 2.3. 5. On the Prompt for Local Workbench Request dialog box. On the Create Request dialog box.6 Internal Batch Number Assignment for Assigned Goods Receipt Use The purpose of this activity is to set the internal number allocation of batches at goods receipt to automatic in the following plants: BP01. in Short Description. OMCT Logistics .3.General  Batch Management  Batch Number Assignment  Activate Internal Batch Number Assignment Choose Automatic batch number assignment active and choose Save. BP02. Choose Continue. © SAP AG Page 6 of 19 . then choose Save. 6. 4. J05 Activities). enter a short description (for example. Prerequisites The status of batch management has been set from inactive to active. choose Yes to run the conversion in test mode.3. choose Create request.General  Batch Management  Specify Batch Level and Activate Status Management Choose Batch status management  Conversion. 3. Choose Back. BP03. OMCZ Logistics .5 Activate Internal Batch Number Assignment Use This activity sets the internal number assignment of batches to automatically active. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. On the dialog box. Procedure 1. . and BP0X. If you want to run the conversion directly. Procedure 1. choose No.4 Conversion of Status Management Use This activity converts the batch management status to active. 3. . On the Maintaining Standard Characteristics with Object Dependencies screen. 4 General Master Data for Batch Determination and Batch Check . On the Maintain Standard Features LOBM screen. LOBM_LFDAT Batch determination delivery date. and BP0X. choose Back. BMSM Logistics . Save your results. 5. One class contains the characteristic LOBM_VFDAT: Expiration Date.3. Result You have copied the LOBM standard characteristics from client 000 into your development client. choose Back. © SAP AG Page 7 of 19 . Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. and LOBM_VFDAT Expiration date.4. Procedure 1. 4. and the other class with three characteristics: LOBM_RLZ Remaining shelf life for batch.1 Create Class for Batch Management Use In this step. choose Back. BP03. BP02. Access the activity using the following navigation options: Transaction Code IMG Menu OCHA Logistics . . choose Yes. you define two classes for use with batches. Set the automatic batch number allocation indicator in plants BP01.General  Batch Management  Batch Valuation  Update Standard Characteristics On the Update the Standard Features dialog box.General → Batch Management → Batch Number Assignment → Activate Internal Batch Number Assignment 2. 4.SAP Best Practices Batch Management (J19): Configuration Guide Procedure 1. On the Copy Object Lists between clients screen.7 Update LOBM Standard Characteristics Use This activity copies LOBM standard characteristics from client 000 to the development client. 3. Choose the activity Internal Batch Number Assignment for Assigned Goods Receipt 3. shelf life. The relevant data can be found in the file: Class Class type Description 023_001 023_002 023 023 Products with Expiration Date Characteristic Characteristic Characteristic LOBM_VFDAT LOBM_LFDAT LOBM_VFDAT Search class with expiration date LOBM_RLZ Result The materials are later assigned to class 023_001 in the material masters. . Date *MHD — German 3. Access the activity using one of the following navigation options: Transaction Code SAP R/3 Role Menu CL02 Installation → Create Class for Batch Management 2. To maintain the necessary master data manually. Choose Create and maintain the necessary master data manually. Prerequisites As a rule. all characteristics (this applies to standard characteristics as well as to user-defined characteristics) used in the sort sequence must also be contained in the batch class. Procedure 1. make the following entries: Sort sequence Description 023_001S Sort: MHD / Exp.SAP Best Practices Batch Management (J19): Configuration Guide Procedure 1. Configuration of J19 Batch Management © SAP AG Page 8 of 19 . In this case.4. Access the activity using one of the following navigation options: Transaction Code SAP R/3 Role Menu CU70 Installation →Create Sort Sequence Characteristic name 2.2 Create Sort Sequence Use This activity creates the sort sequence used to sort batches during batch determination. Status 1-Released LOBM_VFDAT Result The sort sequence is created with characteristic LOBM_VFDAT: Expiration Date. 023_002 is used in the batch determination search strategies for SD and PP/PI. Save your entry. the characteristic LOBM_VFDAT: Expiration Date_Shelf Life is assigned to the sort class 023_001S. 1 Configuration for Batch Management General 5.1.1 Use This step activates batch classification for goods movements in IM.5.Genera  Batch Management  Batch Valuation   Valuation for Goods Movement in Inventory Management  Activate Batch Classification for Goods Movements in IM 2. make the following entries: Movement Type 101 103 105 131 132 301 305 309 310 311 315 321 323 325 342 453 501 521 541 561 543 Batch Classification 4 1 4 4 4 4 4 4 4 4 4 3 3 4 4 4 1 4 3 4 3 © SAP AG Page 9 of 19 . On the Classify Batches Within Goods Movement Screen.SAP Best Practices Batch Management (J19): Configuration Guide 5 Configuration of J19 Batch Management Activate Batch Classification for Goods Movements in IM . Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu OMCV Logistics . . choose Plant. make the following entries: Plant BP01 BP02 BP03 BP0X Result You have made settings for the batch where-used list. .5. Procedure 1. BP02. 3.3 Set Expiration Date Check for Plant Use This activity sets the expiration date check for relevant plants. posting √ √ √ √ 2. On the Batch Where-Used List screen. On the Activate/Deactivate Expiration Date Check. Access the activity using one of the following navigation options: Transaction Code IMG Menu OMJ5 Logistics .General  Batch Management  Batch WhereUsed List  Make Settings for Batch Where-Used List Description Production Plant Distribution Center Regional Warehouse Inter Company Processing Plant BaWU synchron. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics . BP03 and BP0X and save.SAP Best Practices Batch Management (J19): Configuration Guide Result You have activated batch classification for goods movements in IM.2 Make Settings for Batch Where-Used List Use The purpose of this activity is to make the settings for the batch where-used list. Procedure 1. Set the indicators for BP01.General  Batch Management  Shelf Life Expiration Date (SLED)  Set Expiration Date Check 2. © SAP AG Page 10 of 19 .5. 525. . 123.1 Use This step defines the Inventory Management strategy types. 503.SAP Best Practices Batch Management (J19): Configuration Guide . Choose Movement Type. 501. 105.5. 531. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. Access the activity using one of the following navigation options: Transaction Code IMG Menu © SAP AG SPRO Logistics . 505.5 Configuration for Batch Determination and Batch Check 5.General  Batch Management  Batch Determination and Batch Check  Strategy Types  Define Page 11 of 19 .1 . The shelf life expiration date check is active in the plant . 565. OMJ5 Logistics –General → Batch Management → Shelf Life Expiration Date (SLED) → Set Expiration Date Check Result The expiration date is required as input for the selected movement types and is checked when entered. 521. 315. 563. 561.5.5.5. The minimum remaining shelf life is the time the material must still be usable.4 Set Expiration Date Check for Movement Types Use In this step. MM Batch Determination and Batch Check Define Inventory Management for Strategy Types Procedure 1. Prerequisites The shelf life expiration date of a material can only be entered if: • The minimum remaining shelf life is maintained in the material master record. 511. 3. 305.5. • • Procedure 1. 523. You can define the time unit the system uses in the storage data of the material master record in the Period indicator field.1. Enter 1 (enter and check the shelf life expiration date or production date) for the following movement types: 101. you set the material shelf life expiration date check for goods receipts for movement type. The shelf life expiration date check is active for the movement type. so that the goods receipt is accepted by the system. 2 Use Define Inventory Management Search Procedure This step defines an Inventory Management search procedure. Choose Save. Choose Save and go back Result You have defined an inventory management search procedure. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics .General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Definition  Define Inventory Management Search Procedure Description Goods Move. Choose Back.6 Allocate IM Search Procedure/Activate Check Use This step allocates the IM search procedure and activates the check. Select your entry (for example.5. make the following entries: Procedure YB0001 3. Description Goods Movement . Make the following entries: Strategy Type YB01 3. 4. Make the following entries: Step 10 Contr 1 CTyp YB01 Description) Goods Movement 5. Access the activity using one of the following navigation options: Transaction Code IMG Menu © SAP AG SPRO Logistics .5. choose New Entries . On the Change View “Procedures”: Overview screen. 4.5. 2. . YB0001) and choose Control. Search Procedure 2.SAP Best Practices Batch Management (J19): Configuration Guide Inventory Management Strategy Types 1. On the Change View “Strategy Types (&1 &2)”: Overview screen.1.General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Page 12 of 19 . Procedure 1. Procedure 1. Choose your entry (for example YCP1) and make the following entries: Access Sequence CO01 Quantity proposal (Display UoM) A Class 023_002 Dialog Batch Determination √ Sort Sequence 023_001S Screen Number 5000 Batch Split (changes allowed) √ Status CUA_CO Result You have defined process order strategy types. Choose Back. MM”: Overview screen. © SAP AG Page 13 of 19 . 4. .7. make the following entries: Mvtype 261 Movement Type description GI for order S Special stock description Search YB0001 Check Batch X 3.1 Use The purpose of this activity is to define the process order strategy types. On the Change View “Search Procedure: Batch Determ. make the following entries: Strategy Type YCP1 3. On the Change View “Strategy Types “: Overview screen.SAP Best Practices Batch Management (J19): Configuration Guide Allocation and Check Activation  Allocate IM Search Procedure/Activate Check 2. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics . Define Process Order Strategy Types Procedure 1. Choose Save and go back Result You have allocated IM the search procedure and activated the check.5.General  Batch Management  Batch Determination and Batch Check  Strategy Types  Define Process Order Strategy Types Description Expiration Date 2.7 PP Batch Determination and Batch Check 5. 8 SD Batch Determination and Batch Check 5. Define Sales and Distribution Strategy Types Procedure 1. make the following entries: Strategy Type YCP001 3. YCP001) and choose Control. Select your entry (for example. Make the following entries: Strategy Type © SAP AG Description Page 14 of 19 . Choose Save and go back Result You have defined a process order search procedure.8. choose New Entries . .7.General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Definition  Define Process Order Search Procedure Description Expiration Date 2. 4.5. Choose Back.General  Batch Management  Batch Determination and Batch Check  Strategy Types  Define Sales and Distribution Strategy Types 2. On the Change View “Strategy Types”: Overview screen. 5. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics .2 Use Define Process Order Search Procedure The purpose of this activity is to define a process order search procedure.SAP Best Practices Batch Management (J19): Configuration Guide 5. Procedure 1. On the Change View ”Procedures “: Overview screen. Make the following entries: Step 10 Contr 1 CTyp YCP1 Description) Expiration Date 6.1 Use The purpose of this activity is to define Sales and Distribution strategy types. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics . 3. Choose Back. Choose Save and go back Result You have defined a Sales and Distribution search procedure. Make the following entries: Step 10 Contr 0 CTyp YBP1 Description) Material 5.8. . On the Change View “Procedures”: Overview screen.9 Allocate SD Search Procedure/Activate Check Use This step allocates the SD search procedure and activates the check. choose New Entries and make the following entries: Procedure YBP001 Description SD Search Proc for Material 3.General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Allocation and Check Activation  Allocate SD Search Procedure/Activate Check 2.SAP Best Practices YBP1 4. Select your entry (for example. Procedure 1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics . Material Batch Management (J19): Configuration Guide 5. YBP001) and choose Control. 4. On the Change View “Search Procedure for Batches: Determination … screen. 5. Choose Save.General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Definition  Define Sales and Distribution Search Procedure 2. choose New Entries . Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics . © SAP AG Page 15 of 19 .2 Use Define Sales and Distribution Search Procedure The purpose of this activity is to define a Sales and Distribution search procedure.5. Procedure 1. SAP Best Practices 3. Choose Back. Make the following entries: Sales Org.General  Batch Management  Batch Determination and Batch Check  Activate Automatic Batch Page 16 of 19 . . Choose Save. Access the activity using one of the following navigation options: Transaction Code IMG Menu © SAP AG SPRO Logistics .10 Activate Automatic Batch Determination in SD Use The purpose of this activity is to activate automatic batch determination in SD. Procedure 1. BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP01 BP0X BP0X BP0X BP0X BP0X BP0X Distribution Channel 01 01 01 01 01 02 02 02 02 02 03 03 03 03 03 03 03 03 03 03 03 03 Batch Management (J19): Configuration Guide Division 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 01 Sales DocType DL KB FD SO OR DL KB FD SO OR DL KB FD NL SO OR DL KB FD NL SO OR Search Procedure YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 YBP001 Check Batch √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ √ 4.5. 5. Grp N © SAP AG Page 17 of 19 . Choose New Entries and make the following entries: Item Category KLN NLC NLN TAN TANN TAQ 3. 3. On the Change View “Maintain Item Categories”: Overview screen. choose New Entries . Description Free of Charge Item InterCo Stock Tr.Itm StandStockTransItem Standard Item Free of Charge Item Pric. Procedure 1. 5. Choose Back.1. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution  Sales  Sales Documents  Sales Document Item  Define Item Categories 2.5.1 Use This step defines item categories. effectivities √ Scheduling Lines Allowed √ Weight/Volume relevant √ Determine Cost √ Batch Split Item Screen Seq. Choose Save.1 Sales Orders with Batch Split Define Item Categories .at Header Level Automatic Batch Determination √ √ √ √ √ √ .11 Batch Split Processing in SD 5.SAP Best Practices Batch Management (J19): Configuration Guide Determination in SD 2.5.11.11. Description Business Item √ Param. 4. Choose Save. Choose Back. Make the following entries: Item Category YG05 Pricing X 4. On the Display View “Header”: Overview screen choose New Entries and make the following entries: Tgt FD Sales Doc Type Deliv.1 Use This purpose of this activity is to define item categories for deliveries. Make the following entries: DlvT LF LF LF ITCG ERLA NORM NORM Usg. On the Change View “Delivery item category determination”: Overview screen.Free of Charge Source OR Sales Doc Type Standard Order 3. Procedure 1.2. Choose Save and go back.11. 4.11.5. select your entry (for example FD) and choose items. 3.11. CHSP CHSP CHSP TANN ITMC ITMC YG05 YG05 YG05 4. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Sales and Distribution  Sales  Basic Functions  Free Goods  Maintain Copying Control 2. choose New Entries . © SAP AG Page 18 of 19 . Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics Execution  Shipping  Deliveries  Define Item Category Determination in Deliveries 2.2 Deliveries with Batch Split Define Item Categories for Deliveries .2 Maintain Copying Control (Sales to Sales Document) Use The purpose of this activity is to maintain the copying control. Make the following entries: Item Category YG05 Description Batch Split Item 5.SAP Best Practices Batch Management (J19): Configuration Guide .5.1. Go back. Procedure 1. Quant ity + Billing Quant ty G H YG05 YG05 YG05 G G B + G 4.2 Use Define Item Category Determination in Deliveries This step defines item category determination in deliveries.3 Billing of Batch Split Items Maintain Copying Control For Billing Documents .5. Choose Save. On the Change View “Delivery item category determination”: Overview screen. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics Execution  Shipping  Deliveries  Define Item Category Determination in Deliveries 2.2.11. choose New Entries . Neg. Choose Save and go back. Make the following entries: DlvT LF LF LF ITCG ERLA NORM NORM Usg.3. 5.5. Access the activity using one of the following navigation options: Transaction Code IMG Menu SPRO Logistics Execution  Shipping  Deliveries  Define Item Category Determination in Deliveries 2.11. © SAP AG Page 19 of 19 . Procedure 1. Make the following entries: Target Billing Type F2 F8 IV From delivery type LF LF NLCC Item Category Copying requirem ents 004 010 018 Data transfer VBRK 000 000 000 Data transfer VBRK/VB RB 001 000 000 Data transfer KOMV 000 000 000 Pricing Type Pos. Procedure 1.SAP Best Practices Batch Management (J19): Configuration Guide . 3. choose New Entries .1 Use The purpose of this activity is to maintain the copying control for billing documents.11. CHSP CHSP CHSP TANN ITMC ITMC YG05 YG05 YG05 4. On the Change View “Delivery item category determination”: Overview screen. 3.