LO955 Batch Management

LO955 Batch Management

LO955 Batch Management  SAP AG 1999  SAP AG

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R/3 System

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Release 4.6B

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February 2000

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50032384

Copyright

Copyright 2000 SAP AG. All rights reserved. Neither this training manual nor any part thereof may be copied or reproduced in any form or by any means, or translated into another language, without the prior consent of SAP AG. The information contained in this document is subject to change and supplement without prior notice. All rights reserved.

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Materials Management Level 3

Level 2 LO510 3 days Inventory Management LO515 3 days Invoice Verification

LO020 Processes in Procurement

5 days

LO520 3 days Purchasing Details and Optimization LO525 2 days Consumption-Based Planning and Forecasting

5 days LO550 Cross-Functional Customizing in MM 2 days LO521 Pricing in Purchasing

LO955 3 days Batch Management

LO540 2 days Procurement of External Services 2 days LO925 Cross-Application Business Processes in SD and MM LO640 3 days Foreign Trade 2 days LO715 QM in Procurement  SAP AG 1999

LO235 KANBAN

2 days

Prerequisites

 Six months' experience in one of the R/3 Logistics applications - MM, SD, PP, or PP-PI.  Basic knowledge of the classification system.

 SAP AG 1999

Target Group

 Audience: Members Project

of the project team

team

Administrators Members

of user departments that are involved in Batch Management

 Duration:3 days

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Notes to the user 

The training materials are not teach-yourself programs. They complement the course instructor's explanations. On the sheets, there is space for you to write down additional information.

Course Overview

Contents:  Course Goals  Course Objectives  Course Content  Course Overview Diagram  Main Business Scenario

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Course Goals

This course will prepare you to:  Recognize the Batch Management functionality.  Customize Batch Management in the applications

of MM, SD, PP, or PP-PI.

 SAP AG 1999

Course Objectives

At the conclusion of this course, you will understand the following subjects of Batch Management:  Master Data  Customizing

The following are dealt with in detail:  Batch Determination, Batch Status Management, and

the Batch Where-used List  Basic data and the uses of Active Ingredient and Product Quantity Management

 SAP AG 1999

Course Content (1) Preface Unit 1

Course Overview

Unit 8

Batch Determination

Unit 2

Introduction

Unit 9

Price Determination

Unit 3

Master Data

Unit 10

Shelf Life Expiration Date

Unit 4

Batch Levels

Unit 11

Batch Where-used List

Unit 5

Batch Specification

Unit 12

Unit 6

Batch Status Management

Batch Specification and Quality Management

Unit 7

Availability Check for Batches

 SAP AG 1999

Course Content (2)

Unit 13

Appendix: Batch Creation in Process Manufacturing

Unit 17

Active Ingredient Prices

Unit 14

Introduction to Batch-specific Units of Measure

Unit 18

Actual and Planned Values of AI Proportions

Unit 15

Integration of Batch-specific Units of Measure

Unit 19

Creation of Data in Product Quantity Mgmt

Unit 16

Creation of Data in Active Ingredient Management

Unit 20

Product Quantity Mgmt - Stock to Stock Transfer

Unit 21

Conclusion

Appendix  SAP AG 1999

Course Overview: Diagram (1)

Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29

Batch Where-used List Batch

Main Business Scenario

 Your company is implementing SAP and Batch

Management.  You are a member of the project team who has

expertise in sales, purchasing, production, or IT and are assigned to configure Batch Management in SAP.

 SAP AG 1999

Introduction

Contents:  Business Background  Integration of Batch Management  Batch Management in Logistics

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Introduction: Unit Objectives

At the conclusion of this unit, you will be able to:  Provide a short overview about the relation of Batch Management to its application in different branches of industry  Give information about general integration of this functionality in the R/3 System

 SAP AG 1999

Introduction: Course Overview Diagram (1)

Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Business Background

 Batch Management can be used in ALL sectors of industry.  It is used mainly in the following branches of industry:  Chemicals  Pharmaceuticals  Cosmetics  Health and hygiene  Foods  Retail

 SAP AG 1999

Integration of Batch Management

R/3 integration model SD

FI

MM PP

CO AM

LO

R/3

QM

PS

PM

WF HR

IS

 SAP AG 1999

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Batch management is a new module in the R/3 System in Release 3.0 and is a cross-application development in Logistics. It is linked to Logistics applications, where it can be used irrespective of the industry sector or branch of industry.

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In the R/3 System, it is therefore structured under the identification code "LO", standing for "Logistics General".

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Its use does not restrict existing functionality in any way.

Batch Management in Logistics

Batch management Classification

Procurement

Production

Warehouse management


A

A A A

A

B

Purchase order

SD

W/house

B

Process/ production order

W/house

Sales order

 SAP AG 1999

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Batch Management incorporates the entire logistics process, from procurement to sales.

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The new functionality works with all existing batch records.

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It is closely linked with classification, but can also be used without classification.

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You can only search for batches via the batch determination function if the batches are classified.

Introduction: Unit Summary

You are now able to:  Provide a short overview about the relation of Batch Management to its application in different branches of industry  Give information about general integration of this functionality in the R/3 System

 SAP AG 1999

Master Data

Contents:  Batch Definition in the R/3 System  The Term 揃 atch? in the SAP R/3 System  Master Data Structure  Material Master Record and Batch Master Record  Assignment of Batch Number  Batch Creation

 SAP AG 1999

Master Data: Unit Objectives

At the conclusion of this unit, you will be able to:  Define the term 揵 atch?  Understand the requirements of Batch Management for master data

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Master Data: Course Overview Diagram

Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Master Data: Business Scenario

Your company needs to manage distinct quantities of product for one or more of the following reasons:  Traceability in a recall situation  Expiration date tracking (if no WM)  ISO certification

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Batch Definition

揂 batch is a quantity of any drug produced during a given cycle of manufacture. The essence of a manufacturing batch is therefore its homogeneity.? Food and Drug Administration in 'Good Manufacturing Practice' (GMP)

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The Term 揃 atch? in the SAP System

Production lot

Process order/ production order

Charges

Batches  SAP AG 1999

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A production lot can be manufactured in several production runs.

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The same technical requirements apply to the entire production lot.

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The result of each production run is a batch. Example: In the chemical industry, you would use the term “production lot” if a material is manufactured in several charges in a reactor according to the same process order. The result of each charge is a batch.

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The definition of the term batch also influences the definition of the term material. The following structure is recommended:

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All criteria making a batch reproducible are criteria of the batch material, and not of the batch itself.

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The batch record should contain only data that is unique to precisely this batch. This specification identifies the batch as a non-reproducible unit.

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The advantage of organizing master data in this way is that it enables you to plan the different models of a product individually. In the SAP R/3 System, materials are planned at material level and not at batch level.

Master Data Structure

Product: epoxy resin

Material 308-188

Material 309-140

Material 307-160

Batch 1

Batch 2

Batch 3

Production date: 11.08.99



 SAP AG 1999

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The master data hierarchy shows...  ...the product

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A generic term that does not exist as a master record in the SAP R/3 System. It is included in the slide for illustrative purposes only.  ...the materials

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The product, which remains the same, is packed in different containers, has different quality classes, or similar. It is distinguished by means of material numbers.  ...the batch

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Organizationally, the batches and their specification data are located below the material number.

Material Master Record and Batch Master Record

Batch mgmt reqmt

Set the batch management requirement indicator in the material master record.

Material

308-188

AXZ 4362-89

 Create the batch master record manually or when posting a goods movement.  The batch can have any alphanumeric number.

C1 55/3b

 This number can be assigned either externally or internally.

 SAP AG 1999

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In the SAP R/3 System, batch master records always depend on material master records. We post batches FOR a material.

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You must first create a material master record, stipulating in it that the material is to be handled in batches. This means that you have to enter a batch number every time there is a goods movement.

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The indicator for batch requirement is contained in the following views of the material master record: Sales and distribution, General plant data, Purchasing, Work scheduling, Storage 1, and Warehouse management. Even if the indicator appears in several views, it is the same indicator. If it is set in one of the views, it is displayed as being set in all the other views.

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If a material changes from a material that is not subject to batch requirement to one that is subject to batch requirement, you have to post out all the stocks from the previous fiscal year, the current period, and the previous period. You can then set the indicator for batch requirement and post the stock back into the system in batches.

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The same applies when you cancel the batch requirement. In this case you also have to reorganize the batch master records. You can then reset the indicator for batch requirement to blank and post the stock back into the system.

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You can create a batch master record directly when maintaining master data. Alternatively, you can specify the batch number upon the first goods movement for a batch. The system then creates the batch master record in the background.

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Batch numbers can be assigned internally or externally. You can define alternative number ranges.

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Customer function calls make it easier to customize the SAP R/3 System. This function module is delivered empty and can be filled by customers with their own programs without having to modify the source code. There are user exits for internal and external batch number assignment.

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Once you have run the following function modules for batch number assignment, the system will assign batch numbers automatically without any further action on your part.  EXIT_SAPLV01Z_001. You can use this exit to define your own number range object and/or interval. You can create dependencies for particular variables (for example, for a plant or material). The batch numbers can be numerical only.  EXIT_SAPLV01Z_002. You can use this exit to change the number the system determines, or you can use it to determine a number of your own, containing variables or templates. These numbers can be alphanumeric.

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You can use the following function modules to control the manual entry of batch numbers:  EXIT_SAPLV01Z_003. You can use this exit to replace the proposed number range object BATCH_CLT and/or external interval 02 with a number range object and/or external interval of your own.You can create dependencies for particular variables (for example, for a plant or material).  EXIT_SAPLV01Z_004. You can use this exit to define your own checking rules without being restricted to a number range. If , for example, users assign batch numbers according to a particular template, this exit ensures that the structure for batch number assignment is maintained.

Batch Creation Goods movement 101

Automatic/ No manual creation

521

Automatic or manual with check against external number range

Create batch master manually Raw matls

Finished products

Manual without check

No new creation

Production or process order

New order Release order

Automatic batch numbers?

 SAP AG 1999

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Define creation upon goods movements or in batch master You can define for each movement type whether a new batch is created upon a goods receipt and how it is created. The following variations are possible:  Automatic/manual without check (= delivery status as before)  Automatic/manual with check against external number range  Automatic/manual with check in customer exit  Automatic/no manual creation  Manual without check  Manual with check against external number range  Manual with check in customer exit  No new creation

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Define creation for production/process order You can make the following settings:  Automatic creation of batch upon order creation or release  Automatic classification upon batch creation  Valuation of free characteristics of a batch to be specified

Master Data: Unit Summary

You are now able to:  Define the term 揵 atch?  Understand the requirements of Batch Management for master data

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Exercise Data Sheet Key to Icons in Exercises and Solutions Exercises Solutions Objectives Business Scenario

Tips & Tricks Warning or Caution

Data Used in Exercises Type of Data

Data in Training System

Materials

Y-500 //

Color blue

Y-500_## T-HT2##

Cetapharm-N (tablet)

T-HT1##

Aspirin

AI-1201-0##

Orange mixture type 334

AI-1202-0##

Orange juice concentrate

AI-1200-0##

Orange concentrate type 334

AI-1000-0##

Fruit nectar 0.1 L concentrate/liter

H2O

Water

Class type

023

Batch

Classes

231

Batch class for color

AICL00010##

AI potency %

AICL00010##

Liter substance/ liter AI

M001

Viscosity

M009

pH level

Characteristics

M010

Purity of color

M011

Covering property

Type of Data

Data in Training System

Characteristics

M012

Label

M013

Available for:

AIC010##

Active ingredient

AIC020##

Active ingredient

KW1

KG active ingredient 1

KW2

KG active ingredient 2

LW1

Liter active ingredient 1

LSL

Liter of active ingredient 1

Proportion unit

Ratios

% Strategy type

ZMM1

Batch determination in Inventory Management: Mvt type/plant/mat.

ZSD1

Batch determination in Sales and Distribution: Customer/material

ZPI1

Batch determination for production orders Order type/plant/component

Order type

PI01

Process order, internal number assignment

Recipe group for matl T-HT2##

T-TAB##

Cetapharm-N (tablet)

Plant

1100

Berlin

Storage location

0001

Delivering warehouse

Vendor

1000

C.E.B Berlin

100

Wald & Maier

Purchasing group

007

Lux, L.

Purchasing org.

1000

IDES Germany

Sales org.

1020

Berlin, Germany

Distribution channel

22

Industrial buyer

Customer

7777

Flatter & Asche AG Düsseldorf

Master Data Exercises Unit: Master Data Topic: Creating a Batch-Managed Material

At the conclusion of this exercise, you will be able to:  Create a batch-managed material

Some materials in your company are handled in batches. When the R/3 System is being implemented, you create these materials in the system, using similar batch-managed materials as a template.

There is a template for all the master data you create in the exercises below. You can copy it if you wish. You can use this, but put your own group number at the end of each master record you create, and use your own data.

1-1

Create a new material master record Create a new material master record. Copy all of material master record Y-500. Use the following values: Material: Y-500-## Replace ## with your group number, for example 01. Industry: Material type:

Pharmaceuticals Semi-finished product

Org. Levels

Copy From:

Plant Storage location Sales organization Distribution channel

1100 0001 1020 22

Edit all views! Save your material.

1100 0001 1020 22

Master Data Solutions Unit: Master Data Topic: Creating a Batch-Managed Material

1-1

Create a new material master record Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Create – General  Immediately or Logistics  Materials Management  Material Master  Material  Create - General  Immediately Field name or data type

Values

Material

Y-500-##

Industry sector

Pharmaceuticals

Material type

Semi-finished product

Template

Y-500

Views

Values

Views

All

Organizational levels

Values (new material and template)

Plant

1100

Storage location

0001

Sales organization

1020


22

Edit all views before you save! Save your material.

Batch Levels

Contents:  Implications of setting unique batch levels for:  Material number/plant  Material number  Client  Customizing considerations  Converting batch levels

 SAP AG 1999

Batch Levels: Unit Objectives

At the conclusion of this unit, you will be able to:  List the levels at which batch numbers can be valid  Explain the implications of setting the area of validity of batches at each of the three levels  Describe the requirements incurred when batch level settings are changed

 SAP AG 1999

Batch Levels: Course Overview Diagram

Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Batch Levels: Business Scenario

Your company needs to decide which batch validity level fits the needs of the business, considering the following:  Do you want to allow the same product to be batch managed in one plant, but not in another?  What is the current batch naming convention?  Is the SAP project going to be international, is exact tracing to one batch essential?

 SAP AG 1999

Unique Batch Level for each Material No. and Plant

Material no. 308-188


Plant 1

Plant 2

Plant 1

Plant 2

Batch A1

Batch A1

Batch A1

Batch A1

EXP.: 11.01.2000 VISCOSITY: 7




 SAP AG 1999

If the batch level is set to Plant/Material in your system, the following applies: 

The batch number can be reassigned with a different specification for a material in each plant.

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However, you can transfer a stock from one plant to another between batches with the same number, even if the batches do not have the same specification. Here, the batch quantity transferred assumes the specification of the destination batch.

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If you want the batch specification to be unique across all plants, you can only do so organizationally. The system does not support this. In this case, you are recommended to switch to a higher batch level.

Unique Batch Level for each Material Number


Plant 1

Plant 2

Batch A1 EXP.: 11.01.2000 VISCOSITY: 7


Plant 1

Plant 2


 SAP AG 1999

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If the batch level is set to Material in your system, the following applies:

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A batch has the same specification for all plants in which a material is held.

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The same batch number can be reassigned with a different specification for each material.

Unique Batch Level for each Client and Matl No.


Batch A1


A1


 SAP AG 1999

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If the batch level is set to 'client' in the system:

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The same batch number can only be assigned once in this client.

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it is uniquely assigned to one material number.


Customizing

S T AR T Batch level

Batch level

ONE-WAY

Batch unique at plant level

Batch unique at material level

Batch level Batch unique at client level

 SAP AG 1999

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You can select the area of validity of batches in Customizing. You have three batch levels to choose from. In the standard SAP R/3 System, the default setting is the plant level.

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You can switch to a higher level at any time. Switching back to a lower (more specific) level is so far allowed only from client level to material level. You cannot go back to material/plant level. This is due to the organization of the batch data which has to be converted whenever you switch batch level. Batch status management is also affected by this change and has to be subsequently maintained.

Converting Batch Levels

Batch

Plant 01

A1 B3

A1 B2 B3 C4

C4 B2

Batch

C3

B1

B1

B2

Material

C4

308-188

C3

Plant level

Material level

A1

B1 B2 B3 C3

Material

Material

308-188

Plant level

Reorganization program

Batch

Plant 02

C4

Material level

308-188  SAP AG 1999

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If a batch number has been unique in a plant until now, but is now to be unique for a single material only, the batch numbers have to be converted.

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Up to now, the same batch number could be assigned for a material number in each plant. The batches did not have to be identical since they were entirely independent of each other. In the example, we assume that they have completely different specifications.



You now have to check whether identical batch numbers exist for the material in both plants. If they do, you will have to prepare a reorganization. An auxiliary program is automatically offered in Customizing as soon as the batch level is changed. It determines all batches occurring in more than one plant. It also allows you to make a test run and supplies a log. This analysis must precede actual batch reorganization. Only after updating the data successfully can batch handling be used at the new level.



The batch number is unique for each material at the new batch level. A further distinction according to plant is no longer made.

Batch Levels: Unit Summary

You are now able to:  List the levels at which batch numbers can be valid  Explain the implications of setting the area of validity of batches at each of the three levels  Describe the requirements incurred when batch level settings are changed

 SAP AG 1999

Batch Specification

Contents:  Integration  Batch Classification  Characteristic Inheritance  Batch Classification and Characteristic Inheritance  Maintenance of Master Data  Customizing: Tips and Tricks

 SAP AG 1999

Batch Specification: Unit Objectives

At the conclusion of this unit, you will be able to:  Prepare classification data so that Batch Management can function properly

 SAP AG 1999

Batch Specification: Course Overview Diagram

Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Batch Specification: Business Scenario

Your company chooses to classify its batches for the following reasons:  Batch determination  Certificates of analysis  Reporting Each of the reasons mentioned requires classified batches.

 SAP AG 1999

Integration

Batch management

Batch

Class

Specification

Characteristics

Classification system  SAP AG 1999



You can use the classification system in conjunction with batch management. The classification system and batch management are closely linked.



The specification for a batch master record is based on a batch's classification. The attributes (that is, the specifications) are stored as characteristic values.

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For batch management to function correctly, you must prepare the classification data to include the corresponding batch specifications.

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You have to classify batches in order to use the batch determination function.



The characteristics for materials managed in batches provide information for any kind of evaluations on particular attributes of batches, whether in connection with quality issues, production issues, or complaints.

Batch Classification

Class type "batches?

Class 1 Class 2 Class 3 Class 4

Material Batch Characteristics: A, B, C  SAP AG 1999



All classes used for batch classification are assigned to class type 022/023. They are required for batch determination.



The material and its batches must be classified via the same class. This ensures that the same characteristics are used for the material and the batch. Characteristics can pass on their values by inheritance.

Characteristic Inheritance

Material Epoxy resin X

12000 11000 10000 9000 8000 7000 CHARACTERISTIC 6000 5000

Batch Epoxy resin X1

10000 9000 8000 7000

Viscosity

 SAP AG 1999



If a batch inherits characteristics, the characteristic value of the batch can be no higher than the inherited value range.

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In the example shown, batch X1 inherits the requirements for its characteristic value from material X.



The characteristic value of batch X1 cannot have a value interval greater than that of material X.



A more limited interval will also be accepted if it is a partial quantity of the interval of material X.



A discreet value must be within the predefined interval.



Classification allows lists of numerical or alphanumerical values, not just numeric value intervals.

Batch Classification and Characteristic Inheritance Class type 揵 atches? Class 3 Epoxy resin

   

Material Epoxy resin X

   

Viscosity Color Epoxy resin Volatile proportions

5000-12000 0-5 23-25 0.00-0.50

Characteristics Viscosity at 25° Color Epoxy resin Volatile fraction

Batch Epoxy resin X1    

Viscosity Color Epoxy resin Volatile fraction

7250 1-3 23-25 0.30

 SAP AG 1999



Since the characteristics are the same for the material and its batches, the characteristic values can be passed on from the material to its batches by inheritance.



Characteristic inheritance acts like a check mechanism. If ranges of values or fixed values are defined for a characteristic of a class, they can be regarded as the sole values allowed for all objects assigned to this class. This requires an indicator to be either set or not set in the characteristic master record. It allows or disallows “additional values” that are not within the limits of the sets of values.

Maintaining Master Data I

   

Viscosity 5000-12000 Color 0-5 Epoxy resin 23-25 Volatile proportions 0.00-0.50

Classification system

Create the characteristics.

Class X Class type 揵 atch?

Create the class. Choose the class type for batches.

Characteristics

Class X

   

Viscosity at 25° Color Epoxy resin Volatile fraction

Assign the characteristics to the class.

 SAP AG 1999



Since the specifications of a material and its batches are stored as classification data, you must prepare the classification system accordingly.



First, you define the attributes that the material and its batches are to have. You create them in the classification system as characteristics.



Now, you create the classes that you want to use for the material and its batches. You can create a selection of different classes for this purpose. You can subsequently assign only one class to the material and to the batch. You are not therefore preparing multiple classification.



The assignment you make must be to class type 022 or 023 since they have been provided in the standard SAP R/3 System specially for batches. The class type applicable depends on the batch level chosen.



If you have specified plant level as the area of validity in Customizing, class type 022 is defined in the standard SAP R/3 System. The class type is otherwise 023. The system specifies the correct class type automatically.



In the final step, the characteristics are assigned to batches. The value intervals can be further restricted in the process.

Maintaining Master Data II Materials Management Class type 'batch' Class X Classify your material using the batch class.

Material Epoxy resin Y    

Viscosity 5000-8000 Color 0-5 Epoxy resin 23-25 Volatile proportions 0.00-0.50

Post a batch for this material.

Batch Epoxy resin Y1    

Viscosity Color Epoxy resin Volatile fraction

7250 1-3 23-25 0.30

Choose allowed characteristic values for your batch.

 SAP AG 1999



You create both the material master record and the batch master record in Materials Management. To use the entire functionality offered by batch management, you must first classify the material. You assign the batch class in the “Classification” view of the material master record. You can restrict all sets of values specified for batch characteristics.



If you create a batch for the material, the material's classification data is copied automatically. The sets of values specified for the characteristics are proposed as default values.



The system checks whether the characteristic values entered are within the limits allowed if the characteristics have been defined accordingly. The “Additional values allowed” indicator must not be set in this case.

Customizing: Tips and Tricks

Standard characteristics LOBM_LVORM Deletion flag LOBM_ZUSTD

Status

LOBM_VFDAT

Expiration date

LOBM_VERAB

Availability date

MCHA

Data field

Reference characteristic

 SAP AG 1999



The standard R/3 System already contains certain characteristics. They are shown here as “standard characteristics”. They are characteristics that have a key position for batch selection. You should therefore include them both in the respective batch classes and in the selection classes in batch determination if the respective business application is used. This improves selection run performance.



You should always use the characteristic 'deletion flag'.



The standard characteristics listed are reference characteristics.



A reference characteristic is linked to a data field via table MCHA/MCH1. The content of this data field is stored directly in the classification system as a characteristic value. The information is updated redundantly; that is, it is not only referenced.



If the content of the data field changes, the change is also made in the characteristic value.



In addition, 'free' standard characteristics are offered in the system.



Though a 'free characteristic' is defined independently of existing data fields, it is also supplied with the standard R/3 System. One example is the characteristic 'remaining shelf life'.



As of 4.0, you can use Customer Function Calls to automatically adopt the master data from a source batch when you create a batch. You can also copy and change the characteristic valuations of free characteristics in this way.

Batch Specification: Unit Summary

You are now able to:  Prepare classification data so that Batch Management can function properly

 SAP AG 1999

Exercises Unit: Batch Specification Topic: Specifying Batches

At the conclusion of this exercise, you will be able to:  Create characteristics and a class for a material that is handled in batches  Classify material  Post a goods receipt for a material that is handled in batches and simultaneously valuate the batch characteristics For materials handled in batches, you want to store classes in which the typical characteristics are defined. To do this, you have to define and assign classes and characteristics in the classification system. You also want to assign characteristic values at goods receipt.

There is a template for all the master data that you will create in the exercises below. You can copy it if you wish. However, you must put your own group number at the end of each master record you create, and use your own data only.

1-1

Create characteristics and a class for a material that is handled in batches 1-1-1 Create characteristics Create the following characteristics for your material in the classification system. The key for the relevant template in the system is listed on the right. M1-##

Viscosity

Template: M001

M2-##

pH level

Template: M009

M3-##

Purity of color

Template: M010

M4-##

Covering property

Template: M011

M5-##

Label

Template: M012

M6-##

Available for

Template: M013

Replace ## with your group number, for example, 01. 

Assign any value interval to the characteristic



Do not allow any interval values for the characteristic M2-## (pH level). Which indicator controls this?



For the characteristic M3-## (purity of color), allow values that are not included in its list of values; that is, values that you have not explicitly allowed. Where can you set this in the characteristic?



Assign the value interval of your choice to the characteristic M4-### (covering property)



Define M5-## (label) as a required entry. Enter the values yes and no as possible characteristic values for M5-## and select yes as a default value. Where do you set the default value?



Specify for the characteristic M6-## (available for) that your batch is available in Europe, Asia, Australia, and North America. You should be able to choose two or more values at the same time. Which indicator must be set to do this?

M1-## (viscosity).

1-1-2 Create a class and assign characteristics Create a class C##, in which you use your own characteristics. Replace ## with your group number (for example, 01). Ensure that you have used the class type that is allowed for batches. Save the class. You can use class 231 as a template. Note that the characteristics of the class are also copied. You have to change them afterwards. 1-2

Classify a batch managed material and store a sales price 1-2-1 Change the material you created Y-500-##. Copy this transaction (Change material) to your favorites. Choose both the Classification view and the Sales and Distribution view: SalesOrgData 1 Organizational levels: Plant 1100 Sales organization 1020 Distribution channel 22

If necessary, choose Extras  Change class type to do this. Delete the assignment of the batch class you copied before. Now enter batch class C##. Call up valuation for the characteristics. Specify the target values as follows: 

For the characteristic M1-## (viscosity), limit the interval.



For the characteristic M2-## (pH level), enter a discrete value from the interval.



For the characteristic M3-## (purity of color), extend a value that is not listed as a possible entry.



For the characteristic M4-## (covering property), you want to have the complete value interval available later in the batch classification.



For the characteristic M5-## (label), allow both possible answers.



For the characteristic M6-## (available for), choose at least two values.

1-2-2 Maintain the sales price. Go to the SD: Sales Org. Data 1 view. In this view, choose the Conditions pushbutton. Enter a price of $3.50 per kilo. Go to the Sales Org. Data 1 view. Use plant 1100 as the delivering plant. Save your material. 1-3

Classify batches – goods receipt Valuate the batch characteristics during the goods receipt. To do this, choose Logistics  Materials management  Inventory Management. Now choose Goods movement  Goods receipt  Others. Copy the transaction (‘other’ goods receipt) to your favorites. Movement type: Plant: Storage location:

501 1100 0001

On the New items screen, enter material Y-500-## and the quantity you want to post to stock. 

Enter the batch number of your choice.



The way the system is currently configured, it displays the classification view when you choose the Goods receipt without reference to purchase order function.



Enter discrete values for the characteristics. Remember that you want to search in Batch Determination after making this specification. Note: To enter more goods receipt items, return to the entry screen via the icon with the green arrow.



Repeat this transaction for some batches.

Solutions Unit: Batch Specification Topic: Specifying Batches

1-1

Create characteristics and a class for a material that is handled in batches 1-1-1 Create characteristics Logistics  Central Functions  Batch Management  Environment  Classification System  Master Data  Characteristics or Logistics  Central Functions  Classification System  Master Data  Characteristics Choose the icon for creating characteristics with a template or choose Characteristic  Copy from… Create new characteristics, using as a template the characteristics specified. Special requirements: 

Do not allow any interval values for the characteristic M2-## (pH level).



The Interval values allowed field is not set in the basic data for the characteristic. Note: You can allow interval values only if the characteristic has several values; that is, if you can specify several values in the batch’s characteristic value assignment.



For the characteristic M3-## (purity of color), allow values that are not included in the list of values for this characteristic.



In the value range for the characteristic, select the Additional values field.



Define M5-## (label) as a required entry. Enter the values yes and no as possible characteristic values for M5-## and select yes as a default value.



In the basic data for the characteristic, set the Entry required field.



In the value range for the characteristic, choose Yes in the column for the proposed value.



Specify for the characteristic M6-## (available for) that your batch is available in Europe, Asia, Australia, and North America. You should be able to choose two or more values at the same time.



In the basic data for the characteristic, define that the characteristic can have several values.

1-1-2 Create class and assign characteristics Logistics  Central Functions  Batch Management  Environment  Classification System  Master Data  Classes or Logistics  Central Functions  Classification System  Master Data  Classes Create a class C##, in which you set your own characteristics. Field name or data type

Values

Class

C##

Class type

023 (Batches)

Icon for Create with reference Field name or data type

Values

Reference class

231

Note that the characteristics of the class are also copied. You have to change them afterwards. Save the class. 1-2

Classify a batch managed material and store a sales price Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Change  Immediately or Logistics  Materials Management  Material Master  Material  Change  Immediately Copy this transaction (Change material) to your favorites. 1-2-1 Change the classification view and the Sales and Distribution view in your material master record Y-500-##. Field name or data type

Values

Material

Y-500-##

View



Classification view



Sales and distribution: SalesOrgData 1

Organizational levels Plant Sales organization Distribution channel

1100 1020 22

Class type

023 (Batches)

If necessary, choose Extras  Change class type to do this. Delete the assignment of the batch class you copied before. Enter the class C## as the assignment. Specify the target values as follows: 

For the characteristic M1-## (viscosity), limit the interval.



For the characteristic M2-## (pH level), enter a discrete value from the interval.



For the characteristic M3-## (purity of color), extend a value that is not listed as a possible entry.



For the characteristic M4-## (covering property), you want to have the complete value interval available later in the batch classification.



For the characteristic M5-## (label), allow both possible answers.



For the characteristic M6-## (available for), choose at least two values.

1-2-2 Maintain the sales price and use the supplying plant 1100.

Field name or data type

Values

View


[Conditions:] Amount

3.50 UNI


Values

View


Supplying plant

1100

Save your material. 1-3

Classify batches – goods receipt Logistics  Materials management  Inventory management. Choose Goods movement  Goods receipt  Others. Valuate the batch characteristics during the goods receipt. Initial screen Field name

Values

Movement type

501

Plant

1100

Storage location

0001

At item level: Field name

Values

Material

Y-500-##

Quantity

Any

Batch number

Any, internal or external

Characteristic value assignment

Any or within the allowed values

Repeat this transaction for some batches: Enter other items for your material Y500-## in the document and assign more batch numbers and characteristic values before you save the document.

Batch Status Management

Contents:  Business Background  Integration  Functionality  Example  Tips & Tricks

 SAP AG 1999

Batch Status Management: Unit Objectives

At the conclusion of this unit, you will be able to:  Explain the implications for certain batch status classifications within the Batch Status Management tool  Identify consequences and constraints related to changing batch status

 SAP AG 1999

Batch Status Mgmt: Course Overview Diagram

Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Batch Status Management: Business Scenario

 Your company has chosen the material or client validity level. The users want to easily place a batch on hold throughout the company.  Batches should initially be put on hold until the quality department has approved the batch.

 SAP AG 1999

Business Background Store 1

Store 2

Store 3

Store 4

Store 5

Batch A1

Batch A1

Batch A1

Batch A1

Batch A1

100 kg

0 kg

2 kg

226 kg

54 kg

restricted

restricted

restricted

restricted

restricted

Material 308-188 Batch A1 Status = restricted

Batch status management

 SAP AG 1999



The batch status is a central tool for identifying use of the batch as 'unrestricted' or 'restricted'. It is valid at the batch level set in Customizing.



You change the batch status in the batch master record. This results in an automatic transfer posting of the individual stocks.

Integration

Goods movement Returns Open PO qty Consignment, ordered

Blocked stock

Unrestricted-use stock

Reserved GR blocked stock Production order Stock transfer (plant) Stock trans. order rel. Stock transfer (SLoc)

Independent of batch status

Quality inspection

Batch status 搖 nrestricted?

Change in batch master record Batch status 搑estricted?

Restricteduse stock

 SAP AG 1999



In Inventory Management, two stock types directly depend on the batch status:  A batch can only be included in 'unrestricted-use stock' if it has the status 'unrestricted'.  A batch can only be included in 'restricted-use stock' if it has the status 'restricted'.



You can make a direct transfer posting between stocks only by changing the indicator in the batch master record.



All other stocks do not indicate the status of the batch. Postings are made irrespective of the status indicator in the batch master record.



These stocks are changed when the usual goods movements are made in Inventory Management.

Functionality

t en

em ov

en t

ov em m oo ds

m

G

Stock trans. order rel.

ds oo

Consignment, ordered

Blocked stock

Reserved GR blocked stock Production orders

G

Returns Stock transfer (plant) Stock transfer (SLoc) Open PO qty

Quality inspection

Change in batch status in batch master record


Internal transfer posting from "unrestricted-use" to "restricted-use"

Restricted-use stock

Material document and change document  SAP AG 1999



You cannot transfer a batch stock from unrestricted-use stock to restricted-use stock direct.



If, when maintaining a batch master record, you change the status indicator, the system transfers the batch stock internally. A change document is created for the master record change and a material document created for the transfer posting.



Direct stock transfers are possible between all other stocks. If a batch stock is withdrawn from them, the batch status determines whether it can be posted to unrestricted-use stock or restricted-use stock.

Example

Material 308-188 Batch A1 Status: UNRESTR. UNRESTR.


Restricted-use stock

Quality inspection

0 kg

100 kg

0 kg

Stock transfer to quality control 20 kg Movement type 322 20kg

80 kg Status change Status: RESTRICTED

0 kg

80 kg

20kg

Stock transfer to unrestricted stock 20 kg Mvt type 321 0 kg

 SAP AG 1999

100 kg

0 kg

Tips & Tricks 1

Batch class X



Assign reference characteristic LOBM_ZUSTD to your batch class 揦 ? in the classification system.

Selection class Y



Also assign the same reference characteristic to your selection class “ Y ”.



Ensure that your batches are classified with batch class “ X ”.



Ensure that selection class “ Y ” is used in the strategy record of the respective application.

LOBM_ZUSTD

Batch class X

Batch Material

Selection class Y

Strategy record

 SAP AG 1999



If you use batch status management, you should also use the batch status as a selection criterion for batch determination.



As already mentioned in the chapter on batch specification, the standard SAP R/3 System comes with reference characteristics.



The reference characteristic LOBM_ZUSTD stores the batch status in the classification system.



You should therefore assign it...  ... to the respective batch class as a characteristic.  ... to the respective strategy record as a selection criterion.



In batch determination, this combination ensures that only batches with the required status are selected. This prevents long run times.



For example, the system picks out only unrestricted-use batches for a delivery.



This functionality is effective only in conjunction with batch determination, not when you select a batch manually.

Tips & Tricks 2

Reference characteristic 搒tatus? Unrestr.

Restr.

User-defined characteristic blocking reasons Damaged

Spoiled

Incorrect certificates

Inspection required



The reference characteristic is automatically assigned the value of a field.



You can store additional information in user-defined characteristics as required.



You create user-defined characteristics in the classification system.



Like reference characteristics, you assign user-defined characteristics to the batch class and to the strategy record.

 SAP AG 1999



In addition to the standard characteristics, you can define as characteristics all attributes that you consider important and useful for subsequent batch selection.



For example, a useful addition to the standard characteristic “status” would be the characteristic “blocking reasons” or also “possible use”.

Batch Status Management: Unit Summary

You are now able to:  Explain the implications for certain batch status classifications within the Batch Status Management tool  Identify consequences and constraints related to changing batch status

 SAP AG 1999

Exercises Additional Exercise: Unit: Batch Status Management Topic: Assigning a Batch with the Status “Restricted”

At the conclusion of this exercise, you will be able to:  Change an unrestricted batch to a restricted batch  Change the Stock Overview display version to reflect restricted batches You want to see the effect of the change in batch status. The stock overview displays these changes. You can save the batch status as a characteristic and use it in Batch Determination.

1-1

Change the batch master record and set the status to “restricted” 1-1-1 Check the stocks of Y-500-##. Copy the transaction (stock overview) to your favorites. 1-1-2 Change the status of one of your batches to “restricted”. Copy this transaction (Change batch) to your favorites. Use the values below: Material: Batch:

Y-500-## (enter the batch number of your choice)

Set the status "restricted". Save your batch. 1-1-3 Optional: Search for the material document that was created as a result of the change to the batch and make a note of the number: Material document: _________________________________________

1-2

Display several versions of the stock overview to track ‘restricted batches’: 1-2-1 Display the stock overview for material Y-500-##. Remove the No lines with zero stock indicator. Check the batch that you posted to ‘restricted’ stock. For information about units of measure in the ‘restricted’ status, double-click the line containing the batch concerned and then scroll down the list.

1-2-2 Display the stock overview for material Y-500-## again. Make sure that Display version 14 is set on the initial screen. The No lines with zero stock indicator can be copied as selected. Batches with stocks marked as ‘restricted’ are easily visible.

Solutions Unit: Batch Status Management Topic: Assigning a Batch with the Status “Restricted”

1-1

Change the batch master record and set the status to “restricted” 1-1-1 Check the stocks of Y-500-##. Logistics  Materials management  Inventory Management  Environment  Stock overview or Logistics  Central Functions  Batch Management  Tools  Stock  Stock overview Copy this transaction to your favorites. Field name or data type

Values

Material

Y-500-##

1-1-2 Change the status of one of your batches to “restricted”. Copy this transaction to your favorites. Logistics  Central Functions  Batch Management  Batch  Change or Logistics  Materials Management  Material Master  Batch  Change 1-1-3 Optional: Search for the material document that was created as a result of the change to the batch and make a note of the number: Logistics  Materials Management  Inventory Management  Environment  List Displays  Material Documents

1-2

Display several versions of the stock overview to track ‘restricted batches’: 1-2-1 Display the stock overview for material Y-500-##. Call up the transaction from your favorites. Menu path description under 1-1-1. Field name or data type

Values

Material

Y-500-##

Display version

1

Remove the No lines with zero stock indicator. Check the batch that you posted to ‘restricted’ stock.

For information about units of measure with the status ‘restricted’, double-click the line containing the batch concerned and then scroll down the list.

1-2-2 Display the stock overview for material Y-500-## again. Call up the transaction from your favorites. Menu path description under 1-1-1. Field name or data type

Values

Material

Y-500-##

Display version

14

Make sure that Display version 14 is set on the initial screen. The No lines with zero stock indicator can be copied as selected. Batches with stocks marked as ‘restricted’ are easily visible.


Contents:  Effects of the Batch Definition on the Availability Check  Availability Check and Status Management

 SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Describe the special features of the availability check for a material that is handled in batches

 SAP AG 1999

Course Overview Diagram

Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Business Scenario

 Your company does not include restricted batches in MRP. However if the majority of the component batches are approved, production can include restricted component batches as available.

 SAP AG 1999

Effects of Batch Definition on Availability Check

 The availability check is one of the checks made in batch determination.  It should run without considering the replenishment lead time.  By definition, a batch is unique and cannot therefore be replenished.  The MRP data of a material to be handled in batches must contain a suitable checking group.

 SAP AG 1999

Availability Check and Status Management

}

Selection criteria:

 Batches of material 308-188  Status: UNRESTRICTED  Available stock > 0

Material 300-188

Characteristic value LOBM-ZUSTD

Status: Unrestr.

Batch C1

Unrestr.

C1

100 kg

C1

C2

Unrestr.

C2

150 kg

C2

C4

0 kg

C6

50 kg

C3

Available quantity:

Maximum proposal:

Restr.

C4

Unrestr.

C5

Restr.

C6

Restr.

C2

C6

 SAP AG 1999



The batches to be made available are selected in batch determination.  If you use the characteristic “LOBM_ZUSTD” (batch status) in batch determination, the system differentiates between “unrestricted” and “restricted” batches.  If you want to find “unrestricted” batches only, the system selects only batches with the characteristic value “blank”.  After the selection run, the system checks the availability of the batches selected.  Only “unrestricted” batches are proposed that are available in sufficient quantity.



In Customizing, you can set the format for the available stocks in the current stock/requirements list. You have the option here of displaying restricted batch stocks as available or unavailable as you require.

Unit Summary

You are now able to:  List the special features of the availability check for a material that is handled in batches

 SAP AG 1999

Batch Determination

Contents:  Batch Determination in the Logistics Process  Principal of Batch Determination  Batch Determination for Goods Movements  Batch Determination in Production  Batch Determination in Sales  Batch Determination in Warehouse Management  Batch Determination: Application Master Data  How Customizing and the Applications Are Linked  Settings in Customizing  Condition Technique in Batch Determination  SAP AG 1999

Batch Determination: Unit Objectives

At the conclusion of this unit, you will be able to:  Describe how Batch Determination works and how it is integrated in the Logistics process

 SAP AG 1999

Batch Determination: Course Overview Diagram

Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Batch Determination: Business Scenario

Your company抯 requirements are to:  Select the most appropriate batch to meet customer needs.  Select the most appropriate component batch to make a quality product.  Issue stock based on FIFO or FEFO (first expiration, first out), without using the Warehouse Management System.

 SAP AG 1999

Batch Determination in the Logistics Process Procurement

Production


Sales


A

A

B

W/house Purch. order

Batch assignment

B

Process/ production order

W/house

A A A

Sales order/ delivery

Batch assignment

Batch determination

Batch determination

 SAP AG 1999



In Logistics, there are different points at which you can assign a batch to a material. You manually enter the batch number numerically or alphanumerically.



Batch numbers are assigned to materials with batch requirement at goods receipt (external procurement or in-house production).



If you want to use a particular batch in the Logistics process, you first have to find the batch with the required specification in stock. Batch determination works automatically.



In Production, batch determination is used to specify suitable components for the finished product right at the production order stage.



Sales needs to find the batch that fits the customer's requirements most closely. This can be done at two points: in the sales order and in the delivery.



In the case of goods movements, you need to find the correct batch for goods issues such as for a consumption posting for an order or for a transfer posting.



In warehouse management, you can initiate batch determination according to the LIFO or FIFO principle (but also according to other criteria) in the transfer order.

Principal of Batch Determination

Batch 4243

Batch class 4

Batch characteristics characteristics Color 1 Viscosity 7500 Refractive index 1.5700

Strategy record Y

Selection class 2

Selection characteristics characteristics Viscosity 7450-7800 Refractive index 1.5700 Acidity 10% - 15%

 SAP AG 1999



Batches require you to enter specifications. You classify the batch record using a class of batch class type 022 or 023, depending on the setting for the batch level in Customizing. You store the batch's specifications as characteristic values. Both discrete values and defined intervals are possible.



For business transactions where batch determination is to be used, you have to enter strategy records. The structure of the search strategy depends on the settings made in Customizing. Linked to these strategy records are the target values for which you search with regard to a particular business transaction. If you have a number of different requirements, you will have to create the corresponding number of records. Like the batch record, you also classify the strategy record using a class of class type 022 or 023, storing the required selection criteria as characteristic values for this selection class.



If you now want to find a suitable batch for a business transaction, the system accesses the relevant strategy record. Its characteristic values are proposed. You can change them for the current business transaction. The system searches for batches that have the required characteristic values. If required, auxiliary functions such as a strategy analysis and log printout are offered. They provide user support by helping you to make suitable changes to your entries and thus to continue the search.

Batch Determination for Goods Movements Search strategy • Movement type

W/house

• Material • Plant Characteristics Bch status: UNR. Rem. Rem. shelf life: 10 days Goods issue Material X Batch 456c

W/house Characteristics Batch status: status: UNR. Exp. Exp. Date: Date: 01.02.1997

 SAP AG 1999



Batch determination can be fully used for stock transfers and goods issues.



In the standard setting, batch determination runs online.

Batch Determination in Production

Production

Warehouse

A

B


Process/ production order Batch determination Material X Batch 456b Characteristics • Density 5.7 • Expiration date 01.02.97

Search strategy • Component X

Material X Batch 456a Characteristics • Density 5.7 • Expiration date 01.02.97

Characteristics Density 5.7 Rem.shelf life 10 days

BOM for finished product Y-351 •... •Component X

 SAP AG 1999



In production, suitable batches can be selected in the production order for the individual components. Batch splitting is possible.



Here, batch determination can work in two different ways:



The selection criteria for the component are contained in the BOM (bill of material) and are fixed values for batch determination. They are stored as characteristic values of the individual BOM items.



Only if no BOM item is classified does the system check whether a classified strategy record exists. As with batch determination in the other applications, the selection criteria are then taken from the strategy record.



If the batches have not yet been determined in the production order,  you have to search for them at the time of the goods issue posting for the production order using batch determination in Inventory Management.



This allows the use of batch determination even if a component is backflushed.  If the batches have not yet been determined in Sales, they must be found in the transfer order at the latest, using batch determination in Warehouse Management.



For Release 4.0, you can also define search procedures that allow batch determination for repetitive manufacturing, kanban, or pull lists.

Batch Determination in Sales

Warehouse Management System Delivery

Batch determination A

B

Search strategy

Sales A

W/house Material X Batch 456c

Sales order

Search strategy

Batch determination

 SAP AG 1999



In Sales, batches can be determined at two points:



You can search for the suitable batch when creating the sales order. If successful, the batch number is transferred to delivery and the warehouse management system.



Otherwise, batch determination is left up to the following functions. If the batch is not determined until delivery, batch splitting is possible.



If successful, the batch numbers selected are in turn transferred to the warehouse management system.  If the batches have not yet been determined in Sales, they must be found in the transfer order at the latest, using batch determination in Warehouse Management.

Batch Determination in Sales

A

B

W/house

Material X Batch 456c


Sales A

Characteristics • Density 5.7 • Expiration date 01.02.05

Sales order Delivery note

Search strategy •Customer 9911 •Destination GB Characteristics •Density 5.7 • Rem. Rem. shelf life 10 days

Batch determination

Search strategy •Customer 9911 •Material X Characteristics •Density 5.7 • Rem. Rem. shelf life 10 days

 SAP AG 1999



If you want to use batch determination in Sales for a business transaction, you must first create a strategy record. This record contains fields typical of the corresponding business transaction. You classify it using a selection class in order to store the required specification for the business transaction as a characteristic value.



In batch determination, the classification of the batch records is compared with that of the strategy record. If they match, the search was successful. If not, you must change your entries and run the batch determination procedure again. The characteristic values are default values that you can change or exclude if required.

Batch Determination in Warehouse Management Transfer order

A

Material X Batch 456c

Search strategy B

• Warehouse no. 002 • Movement type 261

Characteristics Batch status: Unr. Unr. Rem. Rem. shelf life: life: 10 days

Characteristics Batch status: Unr. Unr. Exp. Exp. Date: Date: 01.02.05

W/house

W/house

A

B

 SAP AG 1999



In Warehouse Management, batch determination is used for goods issues and stock transfers. The standard function uses status and shelf life to determine the batch for stock transfer.



For example, you want to post replenishment of a material to be handled in batches to its fixed storage bin in the picking location. For the transfer posting, the system searches for those batches with the status “unrestricted-use” and the shortest shelf life. You want the batches to be sorted by shelf life expiration date.



By sorting according to date field, goods movements can be made on the basis of the LIFO and FIFO principle.



Here, batch determination runs in the background. The order in which batches are to be listed is controlled by the sort rule. You can change it in the selection record, where you can also vary the selection criteria.

Batch Determination in Warehouse Management

IM System Create batch

PP System Production order

Goods receipt

Goods issue

Mat. X C 123 10 Mat. Y C 456 20

Transfer order Material X Batch 123 From: 902 To: 100

Evaluation

Material X Batch 123

SD System Delivery Mat. Bch Qty X 456 100

WM System

Material X Batch 123

 SAP AG 1999



When goods are issued in Inventory Management, the system uses particular batches, which are then staged via picking strategies in Warehouse Management.



Due to the overlapping systems (PP and SD), the system either transfers to the WM System the batches to be picked via the production order or the delivery (in this case the system searches for the batches defined), or the WM System determines the batches.



For external or internal inbound deliveries, the system posts a goods receipt for purchase orders or a production order in Invnetory Management. If you post material that has batch management requirement, the system creates a new batch. At the same time, classification is carried out for the new batch.



The batch number is recorded in the quant that is updated as a result of the goods receipt. Alongside the material number, plant, stock category, and special stock, the batch number forms the material identification and thereby acts as a criterion for splitting stock in the Warehouse Management System.



The batch is included in all processes in the Warehouse Management System. If the stock that has been posted is placed in storage, it is posted with reference to the batch. All relevant business transactions and evaluations take the batch into account.

Batch Determination: Application Master Data

Business transaction

When?

Selection class

What?

Sort rule Default quantity rule Number of batch splits

How?

Strategy records PP/PP-PI

MM

WM

SD

 SAP AG 1999



Batch determination depends on the strategy records of the respective application. For different purposes, you have to create different strategy records in the system.



The strategy record that applies to the business transaction is established by the system.



The strategy record determines what is looked for. The selection class specifies which characteristics the batch is to have.



The strategy record determines how the result of the search run is to be displayed.



The sort rule specifies the sequence in which the batches found are listed.



The default quantity rule determines the quantity in which the batches sought have to be available. You may want an issue quantity to come only from a single batch or to be made only in whole pallets. A USER EXIT allows you to match the default quantity to your company's requirements.



The 'number of batch splits' determines the maximum number of batches that may be proposed after a search run.



Search procedures are stored in Customizing for each application in which you can run batch determination. They are the link to the rules used to find the valid strategy record for the respective business transaction.



You can define the search procedures differently for different business transactions in the application. As soon as the batch determination procedure is running, the system accesses the corresponding entry of the application, using it to locate the relevant entries in Customizing.

Settings in Customizing

PP/PP-PI

MM

Search procedures

WM

SD

Strategy types

Access sequences

Condition tables

 SAP AG 1999



Dependent on the search procedure is a series of Customizing entries for each application in which batch determination is possible.



The system finds the search procedure (of the application) that is valid on this occasion. It contains the group of strategy types that are to be read.



As a reference for the strategy records, the strategy types contain control parameters according to which the batch determination procedure is to run. They are linked to an access sequence.



The access sequence defines the order in which the system searches for existing strategy records. The access sequence consists of condition tables.



The condition tables describe groups of fields that have been used as a model to create strategy records. If the table contains many fields, the strategy record is valid for a very special combination of data. If it contains few fields, the strategy record has a more general validity.



In the access sequence, the condition tables should be grouped from 'Specific' to 'General'.



In Customizing, you must choose fields from the business transactions 'sales order', 'delivery', 'transfer order', 'goods movement', and 'production/process order' and enter them in condition tables.



They will be used later to form the link between business transaction, strategy record, and batch found.



You then arrange the tables in access sequences.



This is the order in which you want the system to search for existing strategy records.



If the search is not successful using the fields in the first table, the system continues with the next table in the access sequence. It is advisable to focus the scope of the search at first, in other words, to start with a table with several entries ('Customer', 'Plant', and 'Material' in our example) and to end with a more general search (made here only via the material number).



For each strategy type, you choose one access sequence. You may assign the strategy type once only. However, an access sequence may be used by several strategy types.



The details for batch determination are defined in the strategy type. These include, for example, whether batch splitting is to be allowed or how the default quantity is calculated. The strategy type entries are passed on as default values for the strategy records in the application.



Final accessing of the batches for a defined purpose and from defined points of view is stored in the search procedure. You can link different access sequences together by combining more than one strategy type.

Batch Determination: Unit Summary

You are now able to:  Describe how Batch Determination works and how it is integrated in the Logistics process

 SAP AG 1999

Exercises Unit: Batch Determination Topic: Batch Determination in the Various Application Components At the conclusion of this exercise, you will be able to:  Understand settings for Batch Determination in Customizing  Create and verify batch search strategies -

Upon goods movements in Inventory Management or In SD or In Process Manufacturing

Upon goods movements, the system picks out the batch numbers in stock that meet particular selection criteria. In Customizing, you can define flexible, application-specific rules for Batch Determination.

We have prepared exercise data you can use to set up and carry out Batch Determination for the application components MM, PP, PP-PI, and SD. Carry out parts A and B of the exercise. Then look for the application that is of most interest to you: Section 1-1/1-2, 2-1/2-2, or 3-1/3-2. You can use the same selection class and sort rule for all parts of the exercise. These are created centrally in Customizing:

a) Define selection class Call up the Create selection class function. The selection class contains the characteristics for which you want to find batches in the system. Create a new selection class 023SE_## with the characteristics M1-## (viscosity) and M2## (pH level).

b) Define and edit sort rules Call up the Create sort rule function. In the sort rule, you sort the batches found according to a given characteristic for batch determination - in ascending or descending order. Create a new sort rule 040SO_## to sort the batches found for the characteristic M1-## (viscosity).

1-1

Batch determination for goods movements: Customizing You want to find batches of trading goods with a particular pH level and viscosity for a stock transfer or goods issue. In Customizing, choose (Tools  AcceleratedSAP  Customizing  Edit Project  SAP Reference IMG). Choose Logistics - General  Batch Management – Batch Determination and Batch Check

Call up each of the functions that affect Inventory Management: 1-1-1 Function: Condition tables The condition tables define the fields outlining a particular transaction for which batches are to be found, for example, the trigger for batch determination. Look at the existing entries. You can make your own entries if you wish. However, the standard entries are usually sufficient. 1-1-2 Function: Access sequences Access sequences describe the order in which the system reads the condition tables. It is best if the system reads the more specific condition tables and then the general ones. Look at the existing entries. You can enter your own combinations if you wish. However, the standard entries are usually sufficient. 1-1-3 Function: Strategy types Strategy types are a template. They contain default values that are transferred to the strategy records of each of the application components. They are always created with reference to a concrete strategy type. When you create your own strategy type, technically, you can use your own selection class and sort rule. However, it is more advisable to assign the selection class and sort rule to the strategy record in the application component. You must not change the strategy type ZMM1 that has been defined for this exercise! Strategy type ZMM1 has been defined for this exercise. The Selection class and Sort rule fields are empty. Enter the data for these in the strategy record you subsequently create in Inventory Management. This procedure offers more flexibility. In the example, you can thus use the same strategy type for all materials used in the course, even though they have various characteristics. Look at the default values for strategy type ZMM1 and note the access sequence with which it is linked. IMPORTANT: Please do not change the strategy type ZMM1. Changing it would change the strategy type for all the participants. Note that Customizing tables are blocked if you try to access the strategy type using the change function. Do not use the Customizing tables for any longer than necessary. If possible, use the display function.

1-1-4 Function: Define batch search procedure Combinations of strategy types form search procedures. A batch search procedure combines all strategy types that are to be taken into account for each particular transaction type in the application component. In MM, the batch search procedure combines the strategy types and then assigns them to a movement type (see section 1-1-5). Check which entry the strategy type ZMM1 contains. 1-1-5 Function: Assign batch search procedure This shows which search procedure is used for which purpose. Look at the search procedure that contains strategy type ZMM1. Is it assigned to a movement type that you want to try to use in batch determination. RECOMMENDATION: For test purposes, use movement type 201 or 311. If you use these, you do not have to change or extend the material master data, and you do not need any additional documents.

1-2

Batch determination for goods movements 1-2-1 Create batch search strategy for Inventory Management Create a batch search strategy with reference to strategy type ZMM1. Link the strategy record to your material and the movement type you want to use. In the strategy record, use your selection class as a selection criterion and your sort rule as a sort criterion. Define your target values for the selection characteristics. The system takes all the remaining data from the strategy type. As you may subsequently want to change the batch search strategy, it is advisable to copy the Batch search strategy function to your favorites.

1-2-2 Post goods movement with batch determination Post the goods movement with the movement type for which you have maintained data. NOTE for movement type 201:

Cost center 1000 has been created.

NOTE for movement type 311:

You can enter storage location 0002 as the receiving storage location for this stock transfer.

Enter the material number and quantity. In Inventory Management, you initiate batch determination by entering an asterisk (*) in the Batch field. The system displays all batches that match your selection criteria. To see how the system found the strategy record used, choose Strategy analysis. For more information, you can double-click it. To overwrite the target values of the selection characteristics, choose Selection criteria. Choose Change and enter a smaller interval or a single value. The search result changes. Choose Batch Determination  Without selection criteria. The system shows all available, existing batches for this material. To display a comparison of the selection values from the strategy record with the batch’s actual characteristic values, choose Classification. This shows you why a batch was found or why it was not displayed.

2-1

Batch determination in Sales and Distribution: Customizing Case 1: You want to find batches of trading goods with a particular pH value and viscosity in a sales order. The batch numbers are transferred to all follow-on documents. (Note: Batch splitting is not possible here.) Case 2: You want to find batches of trading goods with a particular pH value and viscosity in a delivery for a sales order. The Batch number field must not be filled in the sales order. In Customizing, choose (Tools  AcceleratedSAP  Customizing  Edit Project  SAP Reference IMG). Choose Logistics - General  Batch Management – Batch Determination and Batch Check Call up each of the functions that affect SD: 2-1-1 Function: Condition tables The condition tables define the fields outlining a particular transaction for which batches are to be found, for example, the trigger for batch determination. Look at the existing entries. You can make your own entries if you wish. However, the standard entries are usually sufficient. 2-1-2 Function: Access sequences Access sequences describe the order in which the system reads the condition tables. It is best if the system reads the more specific condition tables and then the general ones. Look at the existing entries. You can enter your own combinations if you wish. However, the standard entries are usually sufficient. 2-1-3 Function: Strategy types Strategy types are a template. They contain default values that are transferred to the strategy records of each of the application components. They are always created with reference to a concrete strategy type. When you create your own strategy type, technically, you can use your own selection class and sort rule. However, it is more advisable to assign the selection class and sort rule to the strategy record in the application component. You must not change the strategy type ZSD1 that has been defined for this exercise! Strategy type ZSD1 has been defined for this exercise. The Selection class and Sort rule fields are empty. You fill these fields subsequently in the strategy record you create in the SD menu. This procedure offers more flexibility. In the example, you can thus use the same strategy type for all materials used in the course, even though they have various characteristics. Look at the default values for strategy type ZSD1 and note the access sequence with which it is linked.

IMPORTANT: Please do not change the strategy type ZSD1. Changing it would change the strategy type for all the participants. Note that Customizing tables are blocked if you try to access the strategy type using the change function. Do not use the Customizing tables for any longer than necessary. If possible, use the display function. 2-1-4 Function: Define batch search procedure Combinations of strategy types form search procedures. A batch search procedure combines all strategy types that are to be taken into account for each particular transaction type in the application component. In SD, the batch search procedure combines the strategy types and then assigns them to a combination of sales organization, distribution channel, division, and sales document type (see section 2-1-5). The entries are used for both SD documents – the sales order and the delivery. Check which entry the strategy type ZSD1 contains. 2-1-5 Function: Assign batch search procedure This shows which search procedure is used for which purpose. Look at the search procedure that contains strategy type ZSD1. Is it assigned to a sales document type that you want to try to use in batch determination? RECOMMENDATION: The entry TA is the standard order for the exercise. 2-1-6 Function: Activate automatic batch determination in SD Find out what this function is used for and how it has been configured in Customizing.

2-2

Carry out batch determination in Sales and Distribution 2-2-1 Create a batch search strategy record for SD Create a batch search strategy record with reference to strategy type ZSD1. Link the strategy record to your material Y-500-## and the customer 7777. In the strategy record, use your selection class as a selection criterion and your sort rule as a sort criterion. Define your target values for the search characteristics. The system takes all the remaining data from the strategy type. As you may subsequently want to change the batch search strategy, it is advisable to copy the Batch search strategy function to your favorites.

2-2-2 For case 1 (sales order): Create sales order and carry out batch determination Create your own sales order with the order type standard order. Use the data below: Customer: 7777 sales organization: 1020 Distribution channel: 22 Division: 00 Order number: Any Display the item overview. After the search has run, you can see the batches found here. Choose Edit  Batch determination. The system displays the selection screen for batch determination with all the required information, including all the batches that match your selection criteria. To see how the system found the strategy record used, choose Strategy analysis. For more information, you can double-click it. To overwrite the target values of the selection characteristics, choose Selection criteria. Choose Change and enter a smaller interval or a single value. The search result changes. Choose Batch Determination  Without selection criteria. The system shows all available, existing batches for this material. To display a comparison of the selection values from the strategy record with the batch’s actual characteristic values, choose Classification. In this way, you can see why a batch was found or why it was not displayed. 2-2-3 For case 2 (delivery): Create delivery and carry out batch determination Remove the batch number entered in the item overview. Choose Sales document  Deliver Enter: Shipping point: 1100 Selection date: Current date + at least 1 week In the delivery document, choose Goto  Item  Batch split. Then choose New batch determination.

The system displays the selection screen for batch determination, which you are familiar with from exercise 2-2-2. This also contains all the information that is described for batch determination in the sales order under 2-2-2.

3-1

Batch determination in process manufacturing: Customizing You want to manufacture a material T-HT2## and have to have the system search for a suitable batch for the component Y-500-##. In Customizing (Tools  AcceleratedSAP  Customizing  Edit Project  SAP Reference IMG), choose Logistics - General  Batch Management – Batch Determination and Batch Check Call up each of the functions that affect process manufacturing: 3-1-1 Function: Condition tables The condition tables define the fields outlining a particular transaction for which batches are to be found, for example, the trigger for batch determination. Look at the existing entries. You can make your own entries if you wish. However, the standard entries are usually sufficient. 3-1-2 Function: Access sequences Access sequences describe the order in which the system reads the condition tables. It is best if the system reads the more specific condition tables and then the general ones. Look at the existing entries. You can enter your own combinations if you wish. However, the standard entries are usually sufficient. 3-1-3 Function: Strategy types Strategy types are a template. They contain default values that are transferred to the strategy records of each of the application components. They are always created with reference to a concrete strategy type. When you create your own strategy type, technically, you can use your own selection class and sort rule. However, it is more advisable to assign the selection class and sort rule to the strategy record in the application component. You must not change the strategy type ZPI1 that has been defined for this exercise! Strategy type ZPI1 has been defined for this exercise. The Selection class and Sort rule fields are empty. Fill these fields subsequently in the strategy record you create in the Process Manufacturing menu. This procedure offers more flexibility. In the example, you can thus use the same strategy type for all materials used in the course, even though they have various characteristics. Look at the default values for strategy type ZPI1 and note the access sequence with which it is linked. IMPORTANT: Please do not change the strategy type ZPI1. Changing it would change the strategy type for all the participants. Note that Customizing tables are blocked if you try to access the strategy type using the change function. Do not use the Customizing tables for any longer than necessary. If possible, use the display function.

3-1-4 Function: Definition of batch search procedure Combinations of strategy types form search procedures. A batch search procedure combines all strategy types that are to be taken into account for each particular transaction in the application. In PP-PI, the batch search procedure combines the strategy types and then assigns them to a combination of plant and order type (see section 3-1-5). Check which entry the strategy type ZPI1 contains. 3-1-5 Function: Assign batch search procedure This shows which search procedure is used for which purpose. Look at the search procedure that contains strategy type ZPI1. To which order type and plant is it assigned? 3-2

Carry out batch determination in the production process 3-2-1 Change BOM You have to prepare the data for batch determination with your batch material. Go directly to the BOM. Use the data below: Material:

T-HT2##

Plant:

1100

Use: 3. Add your material Y-500-## to the list of components by choosing Edit  New entries. Enter 1 kg as the required quantity and Stock item as the item category. In the General data for the item, mark the quantity as a fixed quantity. Save the BOM. 3-2-2 Create batch search strategy for production process Go to Logistics  Central functions  Batch Management  Batch Determination  Batch Search Strategy  For Process Order  Create Create a strategy record with the following data: Strategy type:

ZPI1

Order type:

PI01

Plant:

1100

Material:

Y-500-##

3-3-3 Create process order and carry out batch determination for components

Open a process order for material T-HT2##. Use the data for which you have just created a strategy record. Enter a total quantity of 100 000 pieces and the current date as the start date. The system accepts the master recipe with the modified BOM. Call up the material overview. Select your components that are subject to batch management and choose Material  Batch management  Carry out determination The system displays the selection screen for batch determination with all the required information, including all the batches that match your selection criteria. To see how the system found the strategy record used, choose Strategy analysis. For more information, you can double-click it. To overwrite the target values of the selection characteristics, choose Selection criteria. Choose Change and enter a smaller interval or a single value. The search result changes. Choose Batch Determination  Without selection criteria. The system shows all available, existing batches for this material. To display a comparison of the selection values from the strategy record with the batch’s actual characteristic values, choose Classification. This shows you why a batch was found or why it was not displayed.

Solutions Unit: Batch Determination Topic: Batch Determination in the Various Application Components

c) Define selection class Logistics  Central Functions  Batch Management  Batch Determination  Selection and Sort  Selection Class  Create or Customizing (Tools  AcceleratedSAP  Customizing  Edit Project. Goto  SAP Reference IMG): Logistics - General  Batch Management – Batch Determination and Batch Check  Define Selection Class d) Define and edit sort rules Logistics  Central Functions  Batch Management  Batch Determination  Selection and Sort  Sort Rule  Create or Customizing (Tools  AcceleratedSAP  Customizing  Edit Project. Goto  SAP Reference IMG): Logistics - General  Batch Management – Batch Determination and Batch Check  Define Sort Rules

1-1

Batch determination for goods movements: Customizing In Customizing, choose (Tools  AcceleratedSAP  Customizing  Edit Project  Goto  SAP Reference IMG). Choose Logistics - General  Batch Management – Batch Determination and Batch Check Call up each of the functions that affects Inventory Management: 1-1-1 Function: Condition tables 1-1-2 Function: Access sequences 1-1-3 Function: Strategy types You must not change the strategy type ZMM1 that has been defined for this exercise! Look at the default values for strategy type ZMM1 and note the access sequence with which it is linked. 1-1-4 Function: Definition of batch search procedure The search procedure Z00001 contains the strategy type ZMM1. 1-1-5 Function: Assign batch search procedure The search procedure Z00001 is assigned to movement types 201 and 311. RECOMMENDATION: For test purposes, it is best to stick to movement type 201 or 311. If you use these, you do not have to change or extend the material master data and you do not need any additional documents.

1-2

Batch determination for goods movements 1-2-1 Create a batch search strategy record for Inventory Management Logistics  Central Functions  Batch Management  Batch Determination  Batch Search strategy  For Inventory Management  Create In the strategy record, use your selection class as a selection criterion and your sort rule as a sort criterion.


Values

Strategy type

ZMM1

Movement type

201 or 311

Material

Y-500-##

Selection criteria

023SE_## Define your target values for the selection characteristics.

Sort

040SO_##

1-2-2 Post goods movement with batch determination Post the goods movement, using the movement type for which you have maintained data. Logistics  Materials management  Inventory management. Goods movement  Goods issue || movement type 201 or Logistics  Materials Management  Inventory Management  Goods Movement  Transfer Posting || movement type 311 Enter the material number and quantity. Choose Strategy analysis and Selection criteria. Choose Batch Determination  Without selection criteria.

2-1

Batch determination in Sales and Distribution: Customizing In Customizing, choose (Tools  AcceleratedSAP  Customizing  Edit Project  Goto  SAP Reference IMG). Choose Logistics - General  Batch Management – Batch Determination and Batch Check Call up each of the functions that affect SD: 2-1-1 Function: Condition tables 2-1-2 Function: Access sequences 2-1-3 Function: Strategy types You must not change the strategy type ZSD1 that has been defined for this exercise! Look at the default values for strategy type ZSD1 and note the access sequence with which it is linked. 2-1-4 Function: Definition of batch search procedure The search procedure SD0001 contains the strategy type ZSD1. 2-1-5 Function: Assign batch search procedure The search procedure SD0001 is assigned to sales organization 1020, distribution channel 22, division 00, and sales document type TA.

2-2

Carry out batch determination in Sales and Distribution: 2-2-1 Create batch search strategy for SD Logistics  Central functions  Batch Management  Batch Determination  Batch Search Strategy  For Sales and Distribution  Create In the strategy record, use your selection class as a selection criterion and your sort rule as a sort criterion. Field name or data type

Values

Strategy type

ZSD1

Customer

7777

Material

Y-500-##

Selection criteria


Sort

040SO_## As you may still want to change the batch search strategy, it is advisable to copy the Batch search strategy function to your favorites.

2-2-2 For case 1 (sales order): Create sales order and carry out batch determination Logistics  Sales and Distribution  Sales  Order  Create Field name or data type

Values

Order type

Standard order

Sales organization

1020


22

Division

00.

Sold to party

7777

PO number

Any

Material

Y-500-##

Quantity

Any

Choose Edit  Batch determination. Choose Strategy analysis and Selection criteria. Choose Batch Determination  Without selection criteria. 2-2-3 For case 2 (delivery): Create delivery and carry out batch determination Logistics  Sales and Distribution  Sales  Order  Change Remove the batch number entered in the item overview. Choose Sales document  Deliver If you receive a warning message, click the green arrow. Enter: Field name or data type

Values

Shipping point

1100

Selection date

Current date + at least 1 week

In the delivery document, choose Goto  Item  Batch split. Then choose New batch determination. The system displays the selection screen for batch determination, which you are familiar with from exercise 2-2-2.

3-1

Batch determination in process manufacturing: Customizing In Customizing, choose (Tools  AcceleratedSAP  Customizing  Edit Project. Goto  SAP Reference IMG). Choose Logistics - General  Batch Management – Batch Determination and Batch Check Call up each of the functions that affect process manufacturing: 3-1-1 Function: Condition tables 3-1-2 Function: Access sequences 3-1-3 Function: Strategy types You must not change the strategy type ZPI1 that has been defined for this exercise! Look at the default values for strategy type ZPI1 and note the access sequence with which it is linked. 3-1-4 Function: Definition of batch search procedure The search procedure CO0001 contains the strategy type ZPI1. 3-1-5 Function: Assign batch search procedure Search procedure CO0001 is assigned to order type PI01 and plant 1100.

3-2

Carrying out batch determination in the production process: 3-2-1 Change BOM Logistics  Production  Master Data  Bills of Material  Bill of material  Material BOM  Change. Use the data below: Field name or data type

Values

Material

T-HT2##

Plant

1100

Use

3

Add your material Y-500-## to the list of components by choosing Edit  New entries. Field name or data type

Values

Requirement qty

1 kg

Item category

Stock item

Save the BOM.

3-2-2 Create batch search strategy record for the production process Logistics  Central functions  Batch Management  Batch Determination  Batch Search Strategy  For Process Order  Create Create a strategy record with the following data: Field name or data type

Values

Strategy type

ZPI1

Order type

PI01

Plant

1100

Material

Y-500-##

Selection class


Selection characteristics

040SO_##

3-2-3 Create process order and carry out batch determination for components Logistics  Production-Process  Process Order  Process order  Create  With material Field name or data type

Values

Material

T-HT2##

Plant

1100

Order type

PI01

Total qty

100,000 pcs

Start date

Today

The system accepts the master recipe with the modified BOM. Go to the material overview. Select your components that are subject to batch management and choose Material  Batch management  Carry out determination Choose Strategy analysis and Selection criteria. Choose Batch Determination  Without selection criteria. Choose Change and enter a smaller interval or a single value. The search result changes. Choose Batch Determination  Without selection criteria.

Price Determination

Contents:  Functionality  Condition Technique in Pricing for Batches  Presentation in the Billing Document  Partial Stocks and Their Combinations  Structure of Valuation for a Single Batch

 SAP AG 1999

Price Determination: Unit Objectives

At the conclusion of this unit, you will be able to:  Describe the condition technique procedures in batch pricing  Control prices specific to each batch

 SAP AG 1999

Price Determination: Course Overview Diagram

Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Price Determination: Business Scenario

 Your company makes batches of widely varying quality and wants to price by batch.

 SAP AG 1999

Functionality

 You can define a separate sales price for each batch.  You can proceed differently from batch to batch.  If you want a batch to have a different sales price, you must create a separate condition record for it in SD.

 SAP AG 1999



You will find the described settings in Customizing for SD.



Pricing uses condition technique. If you want to be able to store a price at batch level, you must include the Batch number field in a condition table.



By making different entries in Customizing, you can define a pricing condition for the material and define a different price for certain batches only.

Presentation in the Billing Document

 Go to Customizing for Sales and Distribution.  Choose 'Sales' -> 'Billing' -> 'Billing documents'-> Maintain Copying control for Billing Documents -> 

Copying Control: Delivery Slip to Billing Document.

 If, for key combination F2, LF, TAN, you require ... 

... Presentation at main level, set the G or H indicator as the billing quantity.



... Presentation with a batch split at item level, set the B or D indicator as the billing quantity.

 SAP AG 1999



Delivery allows batch splitting. You can store different prices for the various batches. This requires that the invoice document shows batch prices. You can switch the display in the system using the Customizing settings described. You can choose between an overall price at item level or all individual batch prices for each item.

Partial Stocks and Their Combinations

Batch mgmt requirement

Mgmt of partial stocks

Split valuation and split inventory management according to set valuation categories G





Split inventory management in batches (number = open)



Inventory management in batches and split valuation according to set valuation categories





Split inventory management and split valuation in batches = valuation for a single batch



X

 SAP AG 1999



As well as managing batches in Inventory Management, you can valuate partial stocks separately within the plant level.



You can valuate them according to set valuation categories or you can decide individually for each batch.



The last procedure is known as valuation for a single batch. You not only have to set the indicator for batch requirement, but also have to set the “valuation category” field to “X” at plant level on the accounting screen for the material.



This means that stock valuation can be defined differently for each batch.

Structure of Valuation for a Single Batch

Valuation Plant

0001

Material

Plant

SLoc

Stor. loc. 0001 Quantity 30

Batch

Batch 1 Batch 2 Quantity 10 Quantity 20

1

Stor. loc. 0002 Quantity 70

Valuation area Material Valuation cat. Quantity MAP

Valuation cat. Batch 1 Quantity 40 MAP 4.00

0001 1 X 10 5.20

Valuation cat. Batch 2 Quantity 60 St. price 6.00

Batch 1 Batch 2 Quantity 30 Quantity 40

 SAP AG 1999



For materials subject to the valuation for a single batch procedure, the stocks and stock values are managed on a cumulative basis at valuation area level. You have to use moving average price control for materials at valuation level because the moving average price is managed for the whole valuation area.



In addition, the system creates a valuation record for each batch used. This contains specific valuation data.

Price Determination: Unit Summary

You are now able to:  Describe the condition technique procedures in batch pricing  Know how you can control prices specific to each batch

 SAP AG 1999


Contents:  Business Background  Integration  Shelf Life Expiration Date Check in Goods Receipt  Central Fields in the Purchase Order  Calculation of the Shelf Life Expiration Date  Shelf Life Expiration Date Check in Batch Determination

 SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Explain the meaning of the shelf life expiration date in relation to batch managed materials  Verify how the system calculates the shelf life expiration date of the delivered batch

 SAP AG 1999


Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Business Scenario

 Your company needs to check whether purchased component batches have enough shelf life to make the finished product and ship to the customer in time.  Your company wants to hold the expiration date of a quantity of material in the SAP System, without using Warehouse Management.

 SAP AG 1999

Business Background

The shelf life expiration date check is particularly important for the following branches of industry:  Foods  Retail  Pharmaceuticals  Chemicals  Cosmetics  Health and hygiene

 SAP AG 1999

Integration

 The shelf life expiration date check can be used with and without batch management requirement.  It must be maintained for goods receipt before you can use it in batch determination.  It does not restrict existing functionality.  You can decide whether you want to use it in individual cases.

 SAP AG 1999

Shelf Life Expiration Date Check in Goods Receipt

Important fields in master records

Material master record • Remaining shelf life • Total shelf life

Batch master record

 Must be maintained. The system checks date against this value.  Can be maintained. This value is used to calculate the expiration date. Set at the time of the goods receipt posting.

• Expiration date

 SAP AG 1999



The time you specify in the material master can be defined in days or in other time periods, controlled via the period indicator.



The function module exit EXIT_SAPLMHD1_001 in SAP enhancement SAPLMHD1 is used to calculate and check the shelf life expiration date (SLED).



You can use this exit to modify the data for calculating and checking the SLED.

Central Fields in the Purchase Order

Purchase order Header Vendor

Batch master record

Goods receipt

Items

Additional data Vendor

Vendor batch

Vendor batch Batch Expiration date Vendor batch Batch

Expiration date

Expiration date

 SAP AG 1999



In the order document, you can earmark the target batch to which the posting is to be made upon goods receipt. This requires you to have already created the target batch number. Likewise, you can earmark the vendor batch in the purchase order. This is the batch number under which the vendor manages his goods. In the purchase order, you can specify a minimum value for the shelf life expiration date.



If the target batch already exists in the system, your master record will contain information on the vendor, his batch number, and the shelf life expiration date specified. The data is entered in the batch record upon the first goods receipt posting or is entered manually. A check is made against this data upon other goods receipt postings.



You can also post the goods receipt to new batches. Your master record is then created when the posting is made.

Calculation of the Shelf Life Expiration Date

Posting date: 07/10/99 Batch master record

Date of prod.: 07/01/99

Goods receipt Material 4712 100 items

07/01/97 + 20 days = 07/21/99

Expiration date

07/21/97 - 07/10/97 = 11 days

Remaining shelf life 11 >10 => O.K.!

Shelf life expiration date Total shelf life: 20 days

Remaining shelf life: 10 days

Material master record  SAP AG 1999



If both the total shelf life and the minimum remaining shelf life are maintained, the system executes two functions in succession. It:  Calculates the shelf life expiration date of the goods received.  Checks the shelf life expiration date that has been calculated.



The system calculates the shelf life expiration date the first time a batch is received: It is calculated from the date of production plus the total shelf life. You specify the date of production when making the goods receipt posting. If the total shelf life has not been stored in the material master record, you must enter the shelf life expiration date at this point.



The difference between the shelf life expiration date and the posting date is the remaining shelf life of the goods received. It must not be less than the minimum remaining shelf life from the material master record. If it were less, the system would respond with a warning or an error message, depending on the setting in Customizing.



Upon the next goods receipt for the same batch, the system compares the shelf life expiration date of the goods received with the shelf life expiration date that has been calculated. You can overwrite the existing entry in the batch master record if a warning message has been set in Customizing for this case.

SLED Check in Batch Determination

Delivery date 11/15/97 + remaining shelf life 10 days = 11/25/97

Strategy record Y

Selection class 4

(direct entry)

4243

Batch class 2

Selection characteristics

Remaining shelf life

Batch

11/25/97 < 11/28/97

=>

OK ! => O

Batch characteristics Expiration date 11/28/97 (can be calculated by the system)

Delivery date (set by system)

 SAP AG 1999



In batch determination, you can make a selection using the batch's shelf life expiration date.



This requires you to include standard characteristic LOBM_RLZ for the remaining shelf life in the selection criteria as well as standard characteristic LOBM_LFDAT for the delivery date.



You enter the required remaining shelf life in the strategy record. Depending on the business transaction, this can be the required batch specification for production or the requirements of the customer to whom the delivery is to be made.



For example, the material is to be available in production or to have reached the customer by the required delivery date.



The system uses these two characteristic values to calculate a minimum required shelf life expiration date of the batch sought if standard characteristic LOBM_LFDAT has been maintained accordingly.



The SAP R/3 System comes with the standard characteristics. For the shelf life expiration date to be calculated dynamically, object dependencies must be defined and linked to characteristic LOBM_LFDAT.

Unit Summary

You are now able to:  Explain the meaning of the shelf life expiration date in relation to batch managed materials

 SAP AG 1999

Exercises Unit: Shelf Life Expiration Date Topic: Shelf Life Expiration Date Check At the conclusion of this exercise, you will be able to:  Define rules in the master data to check the shelf life expiration date  Carry out goods receipts with shelf life expiration date check for purchase orders  Verify the shelf life expiration date in the batch master record For materials with a limited shelf life that are handled in batches, the system should calculate and check the shelf life expiration date at goods receipt. You want to verify... ... how the system calculates the shelf life expiration date of the delivered batch ... whether the remaining shelf life meets the requirements

1-1

Change the shelf life data in the material master Use the transaction Change material master from your favorites. Call up the master data for material Y-500-##. For plant 1100, extend the following data in the General Plant Data / Storage 1 view: Minimum remaining shelf life: 30 days Total shelf life: 50 days

1-2

Post goods receipt for purchase order with entry of shelf life expiration date/production date 1-2-1 First of all, create the purchase order. You can then copy it. Option 1: Choose Logistics  Materials Management  Purchasing  Purchase Order  Create  Vendor/Supplying Plant Known. Create a new purchase order for vendor 100, purchasing organization IDES Germany, purchasing group Zuse, K, company code IDES AG Germany. Order the material Y-500-##. Call up the item details and check in the delivery section that the remaining shelf life of 30 days has been copied from the material master. Save the purchase order and make a note of the number. Option 2: Use transaction ME21 in the command field (entry "/NME21"). This is the quickest way of copying a reference purchase order in a system that is not configured for the individual user. Again choose Purchase order  Copy. Enter purchase order number 4100000955 as a reference document. Adopt the item shown and enter your own material as the second item. Go to the item screen for the second item. Choose Item  More functions  Additional data. A remaining shelf life of 30 days is shown. You can change the value. Save the purchase order and make a note of the number. You can also create a purchase order yourself with vendor 100, purchasing organization 1000 and purchasing group 007. Purchase order: ____________________________________________ 1-2-2 Post the goods receipt. 

Enter your purchase order number. Call up the item details and the batch section in it. Extend the batch number of your choice.



The system prompts you to enter a date of production, as you entered a total shelf life in exercise 1-1. Enter a date. The system then calculates the shelf life expiration date and checks whether the remaining shelf life is sufficient.



Copy the purchase order item by selecting it on the Item Overview screen and setting it to OK.

Save your goods movement. You can also post the goods receipt via the transaction MB01.

1-3

Verify shelf life expiration date in the batch master record Call up the batch master record from your favorites or via the menu. As you see, the system automatically filled the expiration date field. Try to track how the system calculated the date. Hints: 

You can also try out the same procedure without entering a total shelf life in the system.



You can add the standard characteristic for the expiration date to the class C## of your material (search for the characteristic LOBM* via F4 help). Then display the classification for several batches of material Y-500-##. All batches have transferred the expiration date (current value) in the batch classification to the relevant characteristic (there may not be a current value if the expiration date was not checked at goods receipt).

Solutions Unit: Shelf Life Expiration Date Topic: Shelf Life Expiration Date Check

1-1

Change the shelf life data in the material master Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Change  Immediately or Logistics  Materials Management  Material Master  Material  Change  Immediately

1-2


Values

Material

Y-500-##

View

General Plant Data / Storage 1

Plant

1100

Minimum remaining shelf life

30 days

Total shelf life

50 days

Post goods receipt for purchase order with entry of shelf life expiration date/production date 1-2-1 First of all, create the purchase order. You can then copy it. Using transaction ME21 or ME21N, copy the reference purchase order 4100000955 (Logistics  Materials Management  Purchasing  Purchase Order  Create  Vendor/Supplying Plant Known). You can also create a new purchase order.

It is important that you create a purchase order item for material Y-500-##. Field name or data type

Values

Vendor

100

Purchasing org.

1000 / IDES Germany

Purchasing group

007 / Zuse, K

Plant

1100 / Berlin

Storage location

0001

Material

Y-500-##

Quantity

Any

Price

Any

Minimum remaining shelf life

30 days (taken from the material master)

1-2-2 Post the goods receipt via Logistics  Materials Management  Inventory Management  Goods Movement  Goods Receipt  For Purchase Order  PO Number Known. Field name or data type

Values

PO number

See exercise 1-2-1

Batch

Any

Production date

2 weeks previously

Note: You can also post the goods receipt via the transaction MB01. 1-3

Verify shelf life expiration date in the batch master record Logistics  Materials Management  Material Master  Batch  Display.

Batch Where-used List

Contents:  Business Background  Batch Tracking over Several Manufacturing Levels  The Pick-up List  Batch Where-used List for Trading Goods

 SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Describe the functions of the batch where-used list

 SAP AG 1999


Introduction


Master Data

Batch Determination

Batch Levels

Price Determination

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?


Batch

Batch

XXXX + YYY = ZZZZ

29


Business Scenario

 Your company needs to recall one or more batches from the market due to quality reasons.  A report is required to determine where the batch is located, which customers need to be contacted, and what component batches went into the recall batch.

 SAP AG 1999

Business Background

 The batch where-used list records a batch's progress through the company.  The batch where-used list is particularly important to respond to questions of product liability.  In Release 3.0 of the SAP R/3 System, it can also be used for trading goods.  The batch movements recorded in the system also include transfer postings to new batch numbers and stock transfers.

 SAP AG 1999

Batch Tracking over Several Manufacturing Levels Top down

Customer A

Customer B

Sales order

Customer C

Sales order

Sales order

F1

F2

Production order

Production order S2

S1 Production order

Production order R1 Purchase order

R2 F = finished product S = semi-fin. product R = raw material

Bottom up

Vendor  SAP AG 1999



Using Inventory Management functionality, the batch where-used list shows a batch's progress through the company. From the initial posting through to deletion from inventory, each batch has its own document journal. In addition, the system logs links between batches across all manufacturing levels through to the sales order and batch splits.



The progress of a batch is recorded only if an inventory posting has been made. Together with the material document, the system records the numbers of the reference documents such as the production order and sales order.



The display variants top down and bottom up describe the perspective on the batch's lifecycle.



You can also edit the batch where-used list graphically.

Display options 1. Tree structure: Hierarchical format 2. ALV list: You can enhance this list with additional modifications or fields (for example, if you want to reorganize columns, calculate totals, or add batch master data).  For more information, refer to the step Set Up Customer Exit for Batch Where-used List in the Implementation Guide (IMG) for Batch Management.  The function module EXIT_SAPLCHVW_001 in the SAP enhancement SAPLCHVW is provided for the batch where-used list. You use this exit to fill the fields you have added to the ALV list of the batch where-used list (for example, fields with batch master data such as the shelf life expiration date).

Batch Where-used List for Trading Goods

Pick-up list 

Billing document



Sales order



Scheduling agreement



Delivery note

Customer A

Customer B

Sales order

Sales order T1 T1

T1 Purchase order

Plant 02

T = Trading Goods

Vendor

 SAP AG 1999



The “pick-up list” makes it easier to access the batch where-used list from an SD document: it selects the flagged documents for the material, reads the batches used therein, and then branches to the batch where-used list.



In the case of a trading good to be handled in batches, there is no detailed list of possible manufacturing levels. The result is a document journal that likewise shows the delivery note and sales order.

Unit Summary

You are now able to:  Describe the functions of the batch where-used list

 SAP AG 1999

Batch Specification and Quality Management

Contents:  Quality Management (QM) Inspections in Logistics  Simplified Batch Maintenance with QM  Creating a Material Specification  Setting up QM Inspection Data in the Material Master Record  Transfer of Inspection Results  Example: Quality Inspection upon Goods Receipt from Production

 SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Maintain batch data within the Quality Management module

 SAP AG 1999

Business Scenario

 Your company uses Quality Management to check batches that have been produced.  The inspection results are entered and shall be transferred directly into the batch specification.

 SAP AG 1999



Quality inspections can be made in a wide variety of areas in Logistics. New batches can be created in each inspection of a material to be handled in batches if this seems necessary on the basis of the QM results.



Goods procured externally are inspected for the first time upon goods receipt.



Inspections accompanying production are made during the production process, or the product produced in-house is inspected before being added to stock.



If goods are delivered externally, they are inspected before delivery to customers.



Goods stored in a warehouse can be subject to quality inspection at regular intervals.



QM uses master inspection characteristics to store inspection results.



The batch keeps its specification values in the characteristics of the batch class. To distinguish them from master inspection characteristics, they are referred to as general characteristics.



If the master inspection characteristic describes the same thing as the general characteristic, you should link them to avoid duplicate maintenance. You do this in the QM master record Material specification. The inspection values can be transferred to the batch classification automatically.



To transfer the inspection results from quality management to the batch specification automatically, you have to set up the data as follows:



You have to define as a numeric value the general characteristic that you want to transfer to the inspection results. In addition, the values specified for this characteristic must be within a single interval.



You must always create a master inspection characteristic with reference to the general characteristic in QM. This ensures that the interval limits of the general characteristic are transferred if a quality inspection is made using a material specification.



A material specification is created for the material in the QM system, where a master inspection characteristic is assigned to each general characteristic. This link clearly determines which master inspection characteristic transfers its result to which general characteristic.



If master inspection characteristics have already been created in the system with reference to general characteristics of the material, they are included in the material specification.



If you want the material specification of a material to be considered in the quality inspection, you must maintain the indicator Inspect with specification in the QM view of the material master record. You can set this indicator for each inspection type.

Transfer of Inspection Results

Save usage decision Batch class

Inspection results

General characteristics Result Result

Automatic

- closed characteristics Batch class

Inspection results Manual No Yes

General characteristics

?

- non-closed (open) characteristics  SAP AG 1999



The inspection results are recorded in the quality inspection and the individual inspection characteristics then closed. This is followed by the usage decision on the material inspected.



With the usage decision, the values are transferred from the master inspection characteristic to the general characteristic assigned.



The mean value of the inspection characteristic concerned is written to the general characteristic automatically if the inspection characteristic has the status closed. The inspection is otherwise regarded as terminated (discontinued) and the value can be transferred only manually from the inspection characteristic to the general characteristic.

Unit Summary

You are now able to:  Maintain batch data within the Quality Management module

 SAP AG 1999

Exercises Additional Exercise: Optional Unit: Batch Specification and Quality Management Topic: Linking Master Inspection Characteristics with a Material’s Class Characteristics At the conclusion of this exercise, you will be able to:  Create a master inspection characteristic in QM and link it with a material’s class characteristics  Create inspection lots when you enter a goods receipt for a purchase order  Enter a usage decision  Check that the inspection result is transferred to the class characteristics of the batch concerned You intend to include the inspection results in the valuation of your batch managed materials that are subject to inspection, provided that the inspection characteristic is consistent with the classification characteristic. You have to prepare the system so that the automatic transfer runs smoothly. To be on the safe side, test your settings using a concrete example. 1-1

Preparations Maintain QM data in material master Use the transaction Change material master from your favorites. Change the Quality Management view in the material master of material Y-500-##, plant 1100 and define an inspection procedure for the material: Click Inspection setup. Click Create inspection data. Enter inspection type 05 (=inspection for ‘other’ goods receipt) and activate this inspection type by selecting the Active Field. Choose Enter. Click Inspection settings again. Set the indicator for  Inspection with specification and remove the indicator for  Task List. Save the changes in the material master.

1-2

Link master inspection characteristic and class characteristic 1-2-1 Edit material specification Check whether material Y-500 -## and its class characteristic covering property (M4-##) are linked to QM. 1-2-2 Create master inspection characteristic Create a master inspection characteristic and link it to the class characteristic M4-##. Give the master inspection characteristic the number 4-4##. Use the data below: Plant

1100

Master insp. characteristic

4-4##

Valid from

Current date

Class characteristic

M4-##

Status = released,  Save. 1-2-3 Edit material specification Carry out step 2 again: Display the link you have created between the master inspection characteristic 4-4## and the class characteristic M4-##.  Save the specification.

2-1

Goods receipt for purchase order with creation of inspection lot Create a batch and an inspection lot. Using movement type 501, post an ‘other’ goods receipt of 500 KG to storage location 0001, plant 1100. Assign your own batch number. Assign values to all characteristics, apart from the characteristic covering property. (If you assign a value to this characteristic at this point, quality inspection will overwrite the value). Use the transaction from your favorites or call it up from the menu.

2-2

Enter the inspection result. Search for the inspection lots for your material Y-500-##. The system will find one inspection lot exactly and display it in the frame on the left-hand side. Double-click line 9999 Check with material specification for work center in the left frame. On the entry screen: Select the item and click Edit – Characteristic – Choose [or the magnifying glass icon  ]: xQuer = 92 1. Edit - Lock [or choose the lock icon ], (By-pass any dialog boxes by choosing Accept).  Save.

2-3

Record the usage decision. Double-click the line with inspection number 5000…in the left frame. On the entry screen: In the UD code field, use F4 help to enter an acceptance without further action and  save the usage decision. Select the Inspection Lot Stock tab and post the quantity concerned (500 KG) to the appropriate stock type: Enter 500 in the line To unrestricted and  save again.

1

This is the value measured for the characteristic covering property in quality inspection.

2-4

Check the batch classification: Display the stock overview for material Y-500-##: Double-click the relevant batch line and call up the classification data: The value 92% is entered as the characteristic value for covering property.

Solutions Unit: Batch Specification and Quality Management Topic:

1-1

Linking Master Inspection Characteristics with a Material’s Class Characteristics

Preparations Maintain QM data in material master Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Change  Immediately or Logistics  Materials Management  Material Master  Material  Change  Immediately Field name or data type

Values

Material

Y-500-##

View

Quality Management

Organizational level Plant

1100

Inspection type

05

Pay attention to the instructions for inspection type 05 in the exercise text. Save the changes in the material master.

1-2

Link master inspection characteristic and class characteristic 1-2-1 Edit material specification Logistics  Central Functions  Batch Management  Environment  Quality Planning for Material  Inspection Planning  Material Specification  Edit Field name or data type

Values

Material

Y-500-##

Plant

1100

The class characteristic M4-## does not have an equivalent in QM. 2 1-2-2 Create master inspection characteristic Logistics  Central Functions  Batch Management  Environment  Quality Planning for Material  Basic Data  Inspection Characteristic  Create Field name or data type

Values

Plant

1100

Master insp. characteristic

4-4##

Valid from

Current date

Class characteristic

M4-##

Status

Released

1-2-3 Edit material specification Logistics  Central Functions  Batch Management  Environment  Quality Planning for Material  Inspection Planning  Material Specification  Edit Field name or data type

Values

Material

Y-500-##

The class characteristic M4-## is assigned to master inspection characteristic 4-4##.  Save the specification.

2

Only characteristics that have been defined numerically can be linked. In QM, you can enter a result for numerical characteristics only.

2-1

Goods receipt for purchase order with creation of inspection lot Create a batch and an inspection lot. Logistics Materials Management Inventory Management.Goods Movement Goods Receipt  Other Initial screen Field name

Values

Movement type

501

Plant

1100

Storage location

0001

At item level: Field name

Values

Material

Y-500-##

Quantity

500 KG

Batch number

Any, internal or external

Characteristic value assignment

Any or within the allowed values No characteristic value assignment for the characteristic covering property.

Due to the configuration of QM in the material master (inspection type 05), the system creates an inspection lot when you save an ‘other’ goods receipt. 2-2

Enter the inspection result: Logistics  Central Functions  Batch Management  Environment  Quality Inspection  Worklist  Results Recording Execute the transaction and enter the result.

3

Field name

Values

Material

Y-500-##

XQuer (result) (characteristic 4-4##)

923

This is the value measured for the characteristic covering property in quality inspection.

2-3

Enter the usage decision: Logistics  Central Functions  Batch Management  Environment  Quality Inspection  Inspection Lot  Usage Decision  Record

2-4

Field name

Values

Material

Y-500-##

Insp. lot

5000....

UD code

A (acceptance without further action)

Check the batch classification: Display the stock overview for material Y-500-##: Logistics  Materials Management  Inventory Management  Environment  Stock  Stock Overview or Logistics  Central Functions  Batch Management  Tools  Stock  Stock overview

Appendix: Batch Creation in Process Manufacturing

Contents:  Process Flow  Inspection During Production: Master Data  Inspection During Production: Master Recipe  Inspection During Production: Material Master  Inspection During Production: Material Specification  Master Recipe and Material Specification  Checks in the Production Process  Creation of Partial Lots  Relationship Between Partial Lots and Batches  Batch Number Assignment  SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Describe how batch maintenance is integrated with Quality Management in production. As an example a process of PP-PI is selected  Explain how production can control batch creation

 SAP AG 1999

Business Scenario

 Your company, using inspection point processing in process manufacturing, samples the produced batch at several points in the production process.  Each sample can have distinct quality results. The quantities the samples came from can be segregated into more than one batch for the same production run.

 SAP AG 1999



In PP-PI, you can open a process order based on a master recipe in different ways:  manually using a material  without using a material  from one or more planned orders created in material requirements planning.



The data from the master recipe (in which QM data is also maintained) is copied to the order.



The system checks the availability of the material components.



Depending on how your system is configured in Customizing, an inspection lot is created upon release of the order. You can also create the inspection lot manually.



A control recipe is created from the order. The control recipe is sent manually and the person responsible processes the resulting PI sheet on the process control system.



Materials are withdrawn from stock on the basis of the requirements in the PI sheet.



Quality inspections are made in the production process based on defined inspection points in the recipe. This results in partial lots to which batch numbers are assigned.



Quantities of materials produced are confirmed and posted to stock.

Inspection During Production: Master Data

PP-PI

MM

Master recipe Insp. lot

Material view QM

1234

Material specification

QM

Master insp. insp. character X

General characteristic A

Master insp. insp. character Y

General characteristic B

 SAP AG 1999



The inspection requirements for operations and phases are defined in the master recipe. You plan how and what you want to inspect. You can define QM data at header level and operation level.



The QM view and the QM inspection data must be maintained in the material master record of the material to be produced. The inspection type Inspect during production must be activated in the material master record.



Inspection results are transferred only to those general characteristics that are linked to a master inspection characteristic via the material specification.



The inspection lot is created either manually or automatically upon release of the process order.

Inspection During Production: Master Recipe

Master recipe Header QM data  Inspection points

Operation/phase  Inspection grid - Time-related - Quantity-related - Unrestricted

Char.

 Sampling procedure with inspection  Indicator for last partial lot assignment points and insp. frequency

 SAP AG 1999



There are a number of different settings you have to make in the master recipe.



QM data is maintained in the master recipe header. Here, you set the inspection points indicator.



At operation or phase level, you can define in the inspection grid whether you want the inspection intervals to be:  time-related  quantity-related  unrestricted. The sampling procedure determines the inspection frequency.



In the last operation or phase, you can set the indicator Last partial lot assignment so that the order is confirmed as a partial lot only after all the operations have been executed.



For the inspection characteristic in the operation or phase, you enter which sampling procedure is to be used.

Inspection During Production: Material Master

QM inspection data Material view QM Inspection type details:

Inspection type:

 Inspection with specification

Inspect in production

Insp. lot

 SAP AG 1999



In the material master record of the material to be produced, there are a number of different settings that you have to make in the QM view.



Choose the inspection type Inspection during production in the QM inspection data. Set the following indicators in the inspection type details:



Inspect with specification determines that values are copied from QM to the batch classification.



Inspect with plan causes a plan (recipe in this case), in which the inspection is defined, to be considered.



Characteristic inspection indicates that an inspection is made for characteristics stored in the recipe.

Inspection During Production: Mat. Specification

Material specification Master insp. charac. 1 Viscosity

1700 -1780 CP

Master insp. charac. 5 Covering power

0 - 98%

General characteristic A Viscosity

1700 -1780 CP

General characteristic B Covering power

0 - 98%

 SAP AG 1999



General characteristics are linked to master inspection characteristics in the QM master record Material specification.



The general characteristics are stored in the material master record. Here, you define values allowed for the material. The general characteristics that are passed on to the batches by inheritance are primarily important for batch determination.



You create master inspection characteristics in QM and assign them to operations and phases in the master recipe. Quality inspection results are stored in them as characteristic values.



The aim of linking master inspection characteristics and class characteristics is to transfer the result values from the quality inspection to the batches automatically.



You assign values to the batch class characteristics during in-production quality inspection.

Master Recipe and Material Specification

Coordination of master insp. characteristics Master recipe

Specification

10 Operation 10 Master insp. charac. 1 Viscosity

200 - 2000 CP

?

Master insp. charac. 1

?

Master insp. charac. 5 Covering ... power

Viscosity

1700 -1780 CP

20 Master insp. charac. 2 Temperature

...

20 Operation 10 Master insp. charac. 3 Density

...

30 Operation 10 Master insp. charac. 4 pH

...

 SAP AG 1999



You can create master inspection characteristics in QM. You can then include them in the recipe and, if required, change the interval values.



If the inspection is made using the material specification only, you must maintain the operation data in Customizing for inspection types.



You can use master inspection characteristics in the master recipe and the material specification at the same time.



The list of inspection characteristics in the recipe can differ from that in the material specification.



Since the recipe can apply to several materials, it is possible for the interval values here to differ from those in the material specification.



If you use the master recipe and the material specification together, the total characteristics from the recipe and the specification form the list of master inspection characteristics for the inspection lot.



If the characteristics' value intervals differ, the system copies the requirements from the material specification to the inspection lot. The data in the master recipe is suppressed.



In the in-process inspection, the inspection characteristics are used in operations and phases in the master recipe. In this recipe, you can either create inspection characteristics or refer to existing master inspection characteristics.



By means of a link, the results of the quality inspection can be automatically transferred from the inspection characteristics to the corresponding general characteristics of the quantity produced.



Values are transferred only between characteristics linked by a material specification.

Creation of Partial Lots

Operation Operation 10 10 Charge Charge 1

1

2

2

Inspection point

10 '

Operation 20 Operation React 20 React 3

3

20 '

Operation 30 Discharge 4

4

5

5

20 '

Partial lot 1 Partial lot 2  SAP AG 1999



This graphic representation shows the connection between inspection points and partial lots.



If you decided on inspection points in the master recipe, you always record the results in inproduction quality control with reference to them. In contrast to inspection without inspection points, you can record inspection results for the inspection characteristics of the same operation several times in succession.



For each process order, you can create an inspection lot, splitting it into partial lots if required.



If you do not confirm any (partial) quantities in production or if you do not use inspection points, the inspection results are recorded for the entire inspection lot.



However, if production is in quantities, the system offers you the option of creating a new partial lot or of adopting the preceding one at each inspection point.



Your decision should depend on whether different inspection results for the quantities produced require assignment to separate partial lots.



In the case of a material to be handled in batches, different partial lots later allow separate inventory management since a batch can be created from each partial lot.



If several partial lots are created in a production run, a separate batch number can be assigned to each partial lot. Reference is made to this number upon goods receipt from Production.



In addition, when recording inspection results with inspection points, you can group partial lots for a batch.



The inspection results of the individual partial lots are of key importance here. If values differ between the partial lots, it may be advisable to manage the stocks later in separate batches.

Batch Number Assignment

Process order/production order

Goods receipt

60000780 Header level Batch

Goods receipt

Process order/ prod. order 60000780

Batch A1

A1

Partial lot 1

A1 Insp. lot 1234

Batch A1

Goods receipt

Partial lot 2

A2

Batch A2

 SAP AG 1999



You can specify the batch number in one of two places for the subsequent goods receipt:  at header level of the process order/production order created if the entire order is confirmed as a single quantity.  for individual partial lots created for the inspection lot and confirmed as (partial) quantities. A batch number can be assigned for each partial lot or several partial lots can be grouped under the same batch number.

Unit Summary

You are now able to:  Describe how batch maintenance is integrated with Quality Management in production  Explain how production can control batch creation

 SAP AG 1999

Introduction to Batch-specific Units of Measure

Contents:  Batch-specific Units of Measure: Differences  Using Active Ingredients  Physical Quantity and Active Ingredient Quantity  Calculating the Quantity  Prices for Active Ingredients  Planned and Actual Active Ingredient Proportions  Using Batch-Specific Units of Measure  Batch-Specific Calculation of the Product Quantity

 SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Describe the business background of active

ingredient management and product quantity management  Outline the most important questions and

influential factors of active ingredient management and product quantity management

 SAP AG 1999

Business Scenario

 Your company needs to measure the active ingredient within a specific quantity, for example, to track the amount of chemical in a solution.  Additionally, it wants to use materials in base unit of measure and alternative units of measure. The calculation to base unit of measure can vary from time to time. Nevertheless, the relationship between both units of measure should be shown correctly in any situation.

 SAP AG 1999



The batch-specific material unit is an alternative unit of measure of a material, for which you can define the conversion ratio into the base unit of measure on a batch-specific basis.



While the conversion ratio for the other alternative units of measure is fixed in the material master, for batch-specific material units, you have to define:  The planned conversion ratio in the material master  The actual conversion ratio into the base unit of measure in the batch master



You use batch-specific units of measure when the ratio for conversion from the unit of measure into the base unit of measure can differ from batch to batch.



These alternative units of measure include:  Proportion unit – this is the unit of measure in which you can enter proportions of the base unit of a material. The total or physical quantity can consist of several proportions.  Product unit – this unit of measure describes the total quantity of a material as an alternative to the base unit of measure. For example, one piece of a particular batch weighs 10 kilograms in total or is a pipe of 1250 millimeters in length.

Using Active Ingredients

?

 SAP AG 1999



Active ingredients or concentrates occur mostly in the production of basic materials in the following sectors of industry:  Chemicals  Pharmaceuticals  Cosmetics  Foods.

Physical Quantity and Active Ingredient Quantity

Full quantity: 500l

Full quantity: 500l

90%a.i.

50%a.i.

Full quantity: 500l

92%a.i. w 45 Withdra liters of alcohol!  SAP AG 1999



If active ingredients are not suitable for storage on their own, they are stored together with carrier materials. A combination of a carrier material and an active ingredient is called a physical quantity or a weighed quantity. The terms mixed quantity and telquel quantity are also common.



The situation is similar if materials contain impurities of varying degrees.



The amount of active ingredient in a material is its active ingredient quantity.



The potency (of active ingredient) varies within a material to a certain degree.



A material can contain more than one different active ingredient.

Calculating the Quantity Calculating the Quantity

Full quantity: 500l

50

Full quantity: 90% a.i. 500l

92% a.i.

45 : X = 90 : 100

 SAP AG 1999



A certain amount of active ingredient is usually required, whether it is needed to manufacture a product or to deliver goods to a customer.



Only the physical quantity (or the mixture) can be weighed, measured, or removed.



You can calculate how much physical quantity corresponds to an active ingredient quantity using a simple rule of three.

Prices for Active Ingredients

45 g fat

85%a.i.

Contains 100 I.U.

 SAP AG 1999



The price of products containing active ingredients is normally based on the active ingredient potency. Thus, insulin and penicillin are sold in units that reflect their potency. The covering property of a color is an important factor in determining its grade. The dilution of an acidic solution with a valueless carrier substance gives you the percentage of active ingredient in the acidic solution. For example, a skimmed milk product is cheaper than a product made with full-fat milk.

Planned and Actual Active Ingredient Proportions

Act. values June

Planned values May

Order

91%

92% 90%

 SAP AG 1999



The actual active ingredient proportion in a mixture can only be known when the mixture actually exists. Until this point, however, a certain active ingredient proportion for a product is required. This planned value is replaced by the actual value as soon as it is known.



This is what a customer may assume about an acid concentrate for a product when ordering, for example. He or she uses the available price list as a guide. However, the concentrate in question is represented only by a planned value. The actual value will only be known for sure when the concentrate is actually delivered.

Using Batch-Specific Units of Measure

 SAP AG 1999



Product units are used mainly in the following branches of industry:  Steel  Aluminium  Paper  Wood  Textiles.

Batch-Specific Calculation of the Product Quantity

Material

4711

Base UoM KG Alternative UoM Pc

Planned value: 1 pc = 300 kg 1 coil = 600 kg

Batch

Coil1

1 pc = 305 kg 1 coil = 610 kg

Batch

Coil2

1 pc = 297 kg 1 coil = 594 kg

 SAP AG 1999



The product unit describes the total quantity of a material as an alternative to the base unit of measure.



For example, one particular piece of a material weighs 305 kilograms in total or is a coil weighing 610 kilograms.



The actual conversion factor of a batch is not usually known until goods are received.



Until the conversion factor is known, the system uses the planned values for the material, which are defined in the material master record. This planned value is replaced by the actual value as soon as it is known.

Unit Summary

You are now able to:  Describe the business background of active

ingredient management and product quantity management  Outline the most important questions and

influential factors of active ingredient management and product quantity management

 SAP AG 1999

Integration of Batch-specific Units of Measure

Contents:  Batch Management as Prerequisite  Batch-specific UoMs as an Attribute of a Batch  Integration of Batch-specific Units of Measure  Batch-specific Units of Measure in Logistics

 SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Describe the basis for the design of batch-

specific units of measure  Explain how the active ingredient functions are

integrated into the data environment of batch management and the existing logistics processes

 SAP AG 1999

Business Scenario

 In your company batch-specific units of measure will be used in all Logistics applications.  You want to find out how this process is being realized in the SAP R/3 System.

 SAP AG 1999

Batch Management as Prerequisite

Material with product units

Act. ingredient matl

29 g/kg

31 g/kg

A

B

Batch

Batch

1 pc = 100 KG

1 pc = 150 KG

X

Y

Batch

Batch

 SAP AG 1999



The active ingredient proportion of a material can fluctuate. The variance of the proportion is usually higher in the case of raw materials than in that of finished products.



The conversion factor between the alternative unit of measure and the base unit of measure can also fluctuate.



Stocks of a material with varying active ingredient proportions or conversion factors between the alternative unit and the base unit of measure have to be managed separately. You can manage these stocks separately in terms of both quantity and value.



This is easily achieved through the use of Batch Management.



For this reason, active ingredient proportions can only be reproduced in the R/3 system for materials that are to be handled in batches. In order to use Active Ingredient Management and Product Quantity Management, Batch Management must also be in use.

Batch-specific UoMs as an Attribute of a Batch

Batch-specific unit 1 PC equals 110 KG

Contains 2.5 milligrams platinum /KG A Batch

Expires on 12.31.99

Melting point at 45?C

 SAP AG 1999



The specification contains the description of the batch. It may also contain measured values and quality characteristics, plus details concerning the usability of the batch and whether it is locked. Important date specifications may also be included, such as the expiration date and the last goods receipt date, and so on.



The active ingredient proportion is one of the criteria that should be used to differentiate between batches of the same material. For this reason it is integrated into the batch specification.



Likewise, the conversion factor between alternative units of measure and base units of measure in a batch forms a characteristic, which can be valuated differently from batch to batch.



In the R/3 System, batch-specific units of measure (active ingredient management and product units) are handled in Batch Management.



The active ingredient potency of a batch is stored in the batch's specification along with the batchspecific ratio between the alternative unit of measure and the base unit of measure.



Batch Management uses those features found in the classification system. The characteristic values in the batch classification form the specification.



To use batch-specific units of measure, you must have Batch Management set up, the class system must be in use, and the material concerned must be able to be handled in batches.



The use of batch-specific units of measure is a function in Logistics that covers more than one application. The active ingredient potency of a batch or the conversion factor between the batch's two units of measure is managed throughout the logistics chain.



Differentiated prices for the alternative unit of measure can also be taken into account when valuating the inventory and determining the sales price.

Unit Summary

You are now able to:  Describe the basis for the design of batch-

specific units of measure  Explain how the active ingredient functions are

integrated into the data environment of batch management and the existing logistics processes

 SAP AG 1999

Creation of Data in Active Ingredient Mgmt

Contents:  The Central Unit of Measure for Active Ingredients  Relation of Units of Measure  Creating Proportion Units and Conversion Ratios  Percentage and User-defined Calculation  Linking Master Data I  Linking Master Data II  Potency (of Active Ingredient) in the Specification  Active Ingredient Characteristics  Maintaining Classification in the Material Master  Maintaining Units of Measure in the Material Master  Activating Active Ingredient Management in Customizing  SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Describe the central role of proportion units

within active ingredient management  List the most important steps for maintaining

data in active ingredient management  Define and convert units of measure  Describe the integration of potency (of active

ingredient) into batch specification  Maintain active ingredient characteristics and

batch classes

 SAP AG 1999

Business Scenario

 Your company needs to know how to configure and set up the master data for active ingredient management.

 SAP AG 1999

The Central Unit of Measure for Active Ingredients

Proportion unit BOM

Sales

Inventory mgmt

Purchasing

C B A

B

B

 SAP AG 1999



The proportion unit can be seen as a core element which is found throughout the applications and is used to reproduce the active ingredient potency of a material.



The conversion between the proportion unit and the base unit of measure is continuously maintained in the background and can be displayed by each of the respective applications.



The physical quantity is measured in base units of measure, whereas the active ingredient is measured in proportion units.



In Logistics you may thus enter the active ingredient quantity instead of the physical quantity.

Relation of Units of Measure

Proportion unit Ratio Gram of active ingredient per liter

Gram of active ingredient GAI

=

G/L

Base unit of measure Liter L

 SAP AG 1999



The base unit of measure is the leading unit of measure for a material containing active ingredients. You post the materials in this unit. If an entry is made in proportion units, the system converts this to base units of measure before posting.



The proportion unit is based on the active ingredient. If a material contains more than one active ingredient, separate proportion units must be defined for each active ingredient so that they can be clearly distinguished.



You store a ratio to convert quantities between the proportion unit and the base unit of measure. This constitutes a separate unit of measurement.



In this example, the active ingredient is measured in grams. GAI was defined as the proportion unit for the purpose of measuring an active ingredient.



The grams of active ingredient are based on one liter of the physical quantity.



The ratio is recorded in the unit of measurement G/L.

Creating Proportion Units and Conversion Ratios

Units of measure

L

Liter

GK

Gram concentrate

GCL Gram concentrate / liter

Dimension volumes

dimensionless

Should be handled as...

GK Gram concentrate Proportion units

Gram

Measures an AI

 SAP AG 1999



All units of measurement to be used in active ingredient management must have been defined in Customizing.



Units of measurement to be used as proportion units must not be allocated to a dimension.



In Customizing for Active Ingredient Management, a unit of measurement is allocated the function of the proportion unit. Active ingredients are measured against this.



Some of the most common units of measurement for active ingredients are delivered with the standard system. A user-defined definition for a proportion of active ingredient can be entered as a unit of measurement at any time, and allowed as a proportion unit. To enable the conversion to a standard unit of measure, the user-defined unit of measurement is allocated a reference.



If the active ingredient proportion for a batch is known, the active ingredient quantity can be calculated from the base quantity. The relationship between the potency of the active ingredient and the base quantity is stored in Customizing, and allocated to a characteristic unit of measurement.



If the relationship is measured by percentage, the conversion is specified by definition.



If the relationship is user-defined, any formula can be stored that describes the relationship between proportion unit and base unit of measure.



The potency of active ingredient in a material forms part of its specification.



If the potency is not constant, the different specified material inventories should be managed separately. This is carried out by the Batch Management component of the R/3 system. Each batch bears its own specification.



Batch specifications are stored in the classification system characteristics. For this reason, the ratio between the active ingredient and the base quantity is linked to a characteristic, and potency of active ingredient is stored as its characteristic value. In this way, the ratio becomes the characteristic unit of measurement.



The active ingredient characteristic contains the information about the active ingredient concerned and the ratio of the proportion of physical quantity to the base unit of measure.



The ratio between the potency of active ingredient and the physical quantity is stored in one batch characteristic and thus becomes part of the specification.



The material transfers the information to its batches.



Active ingredient characteristics are allocated the special view 'S' within the batch class.



Characteristics with this view are recognised when you maintain the material master. The information for conversion beween active ingredient and physical quantity is transferred to the material master.

Potency (of Active Ingredient) in the Specification

Material master Density 0.1 - 5 g/ccm Potency 20 - 23.5 G/L Covering property 50 - 100 %

Batch

Density 1.1g/ccm Active ing. Potency 22 G/L Covering prop. 80%

 SAP AG 1999



In Batch Management in the R/3 System, the material transfers its specifications to the batch. You can set the system so that either the batch values must be within the requirements of the material, or so that these values are merely proposed using these requirements.



As the potency of the active ingredient is part of the material specification and the specification of its batches, the same logic applies. The potencies of active ingredient of the individual batches are checked with reference to the information entered in the material master.

Active Ingredient Characteristics

Which active ingredient?:

Citrus aroma type 8334

Data type: numeric What is the ratio?:

GAI G/L = L

Valuation: single value!

 SAP AG 1999



The characteristic description specifies the active ingredient on which the data is based. In this way, a unique allocation is made. For this reason, you should define one characteristic for each active ingredient.



The relationship between active ingredient potency and physical quantity must be entered as a unit of measurement when you create the characteristic.



The characteristic must be numerical and unique.

Maintaining Classification in the Material Master

View: Classification Shelf life expiration date

Material

Class type: Batches

Class for 'fruit juice'

Potency Citrus aroma 0.2 - 0.4 G/L Flavour - orange - lemon

 SAP AG 1999



The active ingredient characteristic is allocated to the batch class and a value is assigned to it in the material master.



As for other batch characteristics, you can either enter an interval or a discrete value.



The entry in the material master is the planned value that displays a 'must' or a 'can' according to how the classification data has been maintained.

Maintaining Units of Measure in the Material Master

View: Prop./product unit of measure Char. Citrus aroma

Plan value

Unit meas.

Prop. unit

0.3 G/L

Gram/liter

GAI

Material

GK <=> L X 30

Prop. unit <=> GK

<=>

Y

Base UoM

100

Liter

 SAP AG 1999



After the classification view has been maintained, the system establishes whether any active ingredient characteristics are present.



You must complete the information in the Proportion/Product Unit view: the system requires a planned value for the active ingredient proportion.



The planned value specifies the expected mixing ratio between active ingredient and physical quantity in the characteristic unit of measurement. If the actual proportion of active ingredient in a batch is not known for a particular business transaction, the system uses the planned value from the material master. The planned value for the conversion between active ingredient and physical quantity is transferred to the units of measure table automatically.

Activating Active Ingredient Mgmt in Customizing

Material

Activate active ingredient mgmt? Yes

 SAP AG 1999



You can make several Customizing settings for Active Ingredient Management in the system before the component is activated.



After the component is activated, the active ingredient data is ready to be maintained in the material master.

Unit Summary

You are now able to:  Describe the central role of proportion units

within active ingredient management  Define and convert units of measure  Describe the integration of potency (of active

ingredient) into batch specification

 SAP AG 1999

Exercises Unit:


Topic:


At the conclusion of this exercise, you will be able to:  Create units of measurement and define them as proportion units and conversion ratios

You have a material that contains a significant active ingredient. You want to change the logistical processing of the material. You want to be able to use the material quantity, as you have done up to now, but you also want to use the active ingredient quantity contained in the material. You want to solve this problem using active ingredient management. You need a separate unit of measurement for the active ingredient, and you must enter the ratio between active ingredient quantity and physical quantity. You begin by maintaining Customizing. 1-1

Create a unit of measurement (for the active ingredient) Create a separate unit of measurement for your active ingredient that can also be used as a proportion unit. Remember that this must be dimensionless. If you define your own entry, enter a key ending with your group number, for example, A##. The entry must not be longer than three characters. On the Details screen for the unit of measurement, you need not enter an ISO code.

1-2

Create a unit of measurement (for the characteristic or the ratio of active ingredient to base unit of measure) Create another unit of measurement for the ratio between physical quantity and active ingredient quantity. Do not use percentage ratios. Enter a key ending with your group number, for example, V##. The entry must not be longer than three characters. On the Details screen for the unit of measurement, you need not enter an ISO code.

1-3

Define proportion unit Assign the unit of measurement from 1-1 [A##] the role of the proportion unit. Enter the unit of measurement in the table of proportion units and choose a suitable reference unit.

1-4

Define ratio unit Define the ratio between physical quantity and active ingredient quantity for the unit of measurement from 1-2 [V##]. To do this, use the proportion unit defined in 1-1, and an appropriate base unit of measure of your choice (see note below). Make sure that the component B is managed in base unit of measure KG (Kilogram). The base unit of measure that you use in the ratio should belong to the same dimension (mass).

Exercises Unit: Creation of Data in Active Ingredient Mgmt Topic: Creating Master Data in the Classification System At the conclusion of this exercise, you will be able to:  Maintain active ingredient characteristics and batch classes

In the material, you want to record the expected active ingredient proportion. You must manage the actual active ingredient quantity in the system for each batch. To do this, you must maintain master data for the active ingredient in the classification system.

1-1

Create active ingredient characteristic In the classification system, create a characteristic that fulfills the following requirements: 

The key should end with your group number.



The active ingredient should be clearly described in the characteristic description.



The status should be released.



The data type should be numerical.



The characteristic value assignment should consist of a single value.

In the previous exercise, you defined a unit of measurement for a conversion ratio between physical quantity and active ingredient quantity.

1-2



Use this unit of measurement as the unit for your characteristic.



Enter all other format data to suit your requirements.



Define a value interval for the characteristic.

Assign the active ingredient characteristic to a class Data has been prepared for your group. Allocate your characteristic to the class AICL00010## for the view S.

Exercises Unit: Creation of Data in Active Ingredient Mgmt Topic: Material Master Maintenance with Regard to Active Ingredient Management At the conclusion of this exercise, you will be able to:  Extend the batch classification in the material master  Use proportion units and maintain planned values

You want to maintain active ingredient data for a material and store an allowed value interval and planned value for the active ingredient proportion of the batch in the material master.

1-1

Maintain active ingredient data for a material Check on the data sheet which materials have been prepared for your group. Choose AI-1202-0##. Change the material. 1-1-1 Complete the classification data. Assign values to your active ingredient characteristic. 1-1-2 Extend the Proportion/Product unit view. To use the proportion unit, you must: 

Have allocated a planned value to the active ingredient / physical quantity ratio.



Have selected a proportion unit

1-1-3 Check the conversion in the unit of measure table in the material master. 

Active ingredient management is activated in the training system.



In your batch class, the application view S is set in the basis data.



For your material master AI-1202-0##, batch management requirement and valuation for a single batch have been set.

Solutions

1-1

Unit:


Topic:


Create a unit of measurement (for the active ingredient) Customizing (Tools  AcceleratedSAP  Customizing  Edit Project. Goto  SAP Reference IMG) Global Settings  Check units of measurement Units of measure pushbutton (no dimensions) Unit of measure - Create

1-2


Values

Internal unit of measure

A##

Commercial format

A##

Technical format Unit of measure text – commercial

A##

Unit of measure text – technical

For example, ‘AI’

For example, ‘active ingredient’

Create a unit of measurement (for the characteristic or the ratio of active ingredient to base unit of measure) Customizing (Tools  AcceleratedSAP  Customizing  Edit Project. Goto  SAP Reference IMG) Global Settings  Check units of measurement Units of measure pushbutton (no dimensions) Unit of measure - Create


Values


V##

Commercial format

V##

Technical format Unit of measure text – commercial

V##

Unit of measure text – technical

For example, ‘AIP’

For example, ‘active ingredient proportion’

1-3

Define proportion unit Customizing (Tools  AcceleratedSAP  Customizing  Edit Project. Goto  SAP Reference IMG) Logistics - General  Batch Management  Batch-Specific Material Units of Measure  Edit Batch-Specific Material Unit of Measure Make a new entry for the unit of measure A##. This unit of measure should be able to be used as a proportion unit. Also enter A## as the reference unit of measure. But you can also enter kilogram4.


Values

Proportion/product unit of measure A## Reference unit

1-4

A## or KG

Define ratio unit Customizing (Tools  AcceleratedSAP  Customizing  Edit Project. Goto  SAP Reference IMG) Logistics - General  Batch Management  Batch-Specific Material Unit of Measure  Calculate Proportional Factors  Define Calculation of Proportional Quantity from Base Quantity New entry pushbutton

4


Values

Unit of measure of characteristic Proportion/product unit

V##

Base unit of measure

KG

A##

In this way, you can measure a characteristic as a percentage and enter it in the material master, so that the A## proportion is measured in relation to kilograms. Step 1-4 would not be necessary.

Solutions Unit: Creation of Data in Active Ingredient Mgmt Topic: Creating Master Data in the Classification System

1-1

Create active ingredient characteristic Logistics  Central Functions  Batch Management  Environment  Classification System  Master Data  Characteristics or Logistics  Central Functions  Classification System  Master Data  Characteristics Pay attention to the instructions in the exercise text.

1-2

Assign the active ingredient characteristic to a class Logistics  Central Functions  Batch Management  Environment  Classification System  Master Data  Classes or Logistics  Central Functions  Classification System  Master Data  Classes Class  Change Allocate your characteristic to your class AICL00010## for the view S.

Solutions Unit: Creation of Data in Active Ingredient Mgmt Topic: Material Master Maintenance with Regard to Active Ingredient Management

1-1

Maintain active ingredient data for a material Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Change  Immediately or Logistics  Materials Management  Material Master  Material  Change  Immediately 1-1-1 In the Classification view, assign the characteristic values to the active ingredient characteristic.

1-1-2 In the Basic Data view, under Additional data, choose the Proportion/prod. unit. In the Units meas. use field, enter A. Enter the required data.


Values

Planned value

Any, but must be within the allowed range for the characteristic

Proportion/product unit

A## (new proportion unit in which the active ingredient is measured)

1-1-3 In the Proportion/prod. unit view, choose the tab page button and Units of measure. 

Active ingredient management is activated in the training system. Customizing (Tools  AcceleratedSAP  Customizing  Edit Project. Goto  SAP Reference IMG) Logistics - General  Batch Management  BatchSpecific Material Units of Measure  Activate BatchSpecific Material Unit of Measure



In your batch class, the application view S is set in the basis data. Logistics  Central Functions  Batch Management  Environment  Classification System  Master Data  Classes



For your material master AI-1202-0##, batch management requirement and valuation for a single batch have been set. Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Create Purchasing view (Batch mgmt reqmt indicator) Accounting view (Valuation category = X indicator)

Active Ingredient Prices

Contents:  Standard Price per Active Ingredient  Valuation of Single Batches Based on Act. Ingredients  Valuation Based on Several Active Ingredients  Sales Price Based on Active Ingredients

 SAP AG 1999

Active Ingredient Prices: Unit Objectives

At the conclusion of this unit, you will be able to:  Create a valuation record for an active

ingredient  Base the valuation price of a batch on

individual prices for the active ingredients  Create a price condition record for an active

ingredient

 SAP AG 1999

Active Ingredient Prices: Business Scenario

 Your company needs to value and price its batches by the amount of active ingredient the batch contains.

 SAP AG 1999



You can store a valuation price for an active ingredient in a valuation record.



The price is always a standard price. It is calculated by combining the material number of the material containing the active ingredient, the valuation area, and the proportion unit in which the active ingredient is measured.



The name of the active ingredient cannot be entered. This means that if you want to carry out evaluations in a material based on several active ingredients, you must use different proportion units.

Valuation of Single Batches Based on Act. Ingredients

$0.50 per GAI (gram of active ingred.)

A Batch 2

Physical quantity: 100 L

A Batch 1A Batch 3

Valuation of single batches

X

Material

Actual proportion of active ingredient: 0.3 G/L Active ingredient quantity: 30 GAI Value of active ingredient: $15 Standard price of batch: 0.15 / L

 SAP AG 1999



Valuation for a single batch is a prerequisite if you wish to calculate a valuation price based on the active ingredient.



The active ingredient price is taken from the corresponding valuation record. It is a standard price and does not change. Price fluctuations between batches can occur if they have different potencies of active ingredient.



The active ingredient characteristic for a batch is assigned values using the active ingredient proportion. This yields the active ingredient quantity contained in the batch stock.



If you multiply the quantity with the active ingredient price, you get the value of the batch stock.



You get the standard price per base unit of measure for each batch in relation to the physical quantity.

Valuation Based on Several Active Ingredients

View: Proportion/product unit of measure

Material Char. Citrus aroma Fruit juice concentrate

Prop. unit Valuated prop.

Plan value

Unit meas.

0.3 G/L

Gram/liter

GAI

Per cent

GK

10 %

Value of act. ingredients in citrus aroma Value of act. ingredients in fruit concentrate



  Overall value of batch

 SAP AG 1999



For each active ingredient that is to be assigned to an active ingredient price, the indicator VP (valuation based on the proportion quantity) must be set in the material master record.



You can flag several active ingredients in a material as VP (valuation based on the proportion quantity). The sum of all the individual active ingredient values then constitute the total batch value.



This value based on the batch stock in the base unit of measure yields the standard price for the batch.

Sales Price Based on Active Ingredients

Condition unit

Sales

=

Proportion unit

Customer price of active ingredient: $0.50 per 1

GAI

 SAP AG 1999



The condition record can be defined on the basis of the proportion unit. This means that you can base the sales price either on the physical quantity or the active ingredient quantity.



The sales price based on the active ingredient quantity is calculated as follows:  The actual active ingredient quantity is calculated for each split item in the delivery.  The active ingredient quantities are added together.  The sales price is taken for the cumulated active ingredients.



The sales price can be composed of the individual prices of several different active ingredients.

Active Ingredient Prices: Unit Summary

You are now able to:  Create a valuation record for an active

ingredient  Base the valuation price of a batch on

individual prices for the active ingredients  Create a price condition record for an active

ingredient

 SAP AG 1999

Exercises Unit: Active Ingredient Prices Topic: Valuation Price and Sales Price for an Active Ingredient At the conclusion of this exercise, you will be able to:  Allow characteristic value assignment for an active ingredient in the material master  Create a valuation record for an active ingredient  Create a price condition record for an active ingredient You want to valuate a single batch of a material. This valuation only takes one active ingredient into account. You must maintain the material master and specify a standard price for the active ingredient in the system. You want to store a sales price for the active ingredient and therefore base a price condition on this active ingredient.

1-1

Valuation based on active ingredients You need a valuation record for material AI-1202-0## that is based on the active ingredient proportion. You know that the valuation for a single batch function is active for this material. Check this if you are not sure. Flag the active ingredient as a valuated proportion. Change your material again. Go to the Proportion/Product Unit view: Flag your active ingredient as a valuated proportion.

1-2

Create a valuation record for the active ingredient. Do this for material AI-1202-0## and the proportion unit you have created. The plant is specified on the data sheet. Enter a measured standard price for your active ingredient. Note how the system recalculates the standard price for the material.

1-3

Post an ‘other’ goods receipt of 1000 KG each to two new batches of material AI1202-0##. In one of the batches, do not assign characteristic values. In the other batch, enter a value that is different from the planned value of the active ingredient.

1-4

Call up the stock overview for material AI-1202-0##. Display the material in base units of measure and in proportion units (A##). Hint: Select Extras/Units Allowed to change the unit of measure. What do you find?

2-1

Base sales price on active ingredient proportion For the finished material AI-1000-0##, you need a sales price that is based on the active ingredient proportion. Create a price condition for the finished material. The price condition is based on the active ingredient component. To do this, choose the active ingredient unit as a condition unit. The sales organization and the distribution channel are contained on the data screen.

2-2

Post an ‘other’ goods receipt of 1000 L to a new batch for material AI-1000-0##. For the active ingredient characteristic, enter a value that is different from the planned value of the active ingredient.

2-3

Create a standard order of 100 liters of AI-1000-0##. The required organizational levels and the customer number are specified on the data screen. 2-3-1 Go to the price conditions for the item. On what is the sales price based? On what sold quantity is the sales price based? 2-3-2 For your sales order item, enter the batch number created in 2-2. 2-3-3 Go again to the price conditions for the item. On what sold quantity is the sales price now based?

Solutions Unit: Active Ingredient Prices Topic: Valuation Price and Sales Price for an Active Ingredient

1-1

Valuation based on active ingredients Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Create or Logistics  Materials Management  Material Master  Material  Display


Values

Material

AI-1202-0##

View

Accounting view 1

Valuation category = X is set. Flag the active ingredient as a valuated proportion Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Change  Immediately or Logistics  Materials Management  Material Master  Material  Change  Immediately


Values

Material

AI-1202-0##

View

Basic data

Complete the Proportion/Product Unit view under Additional data. Activate the Valuated proportion field.

1-2

Create valuation record Logistics  Central Functions  Batch Management  Batch-Specific Units of Measure  Standard Price  Create

1-3


Values

Material

AI-1202-0##

Plant

1100

Unit of measure

A##

‘Other’ goods receipt Logistics  Materials Management  Inventory Management Goods Movement  Goods Receipt  Other


Values

Material

AI-1202-0##

Plant

1100

Storage location

0001

Item 1: Quantity

1000 KG

Batch number

Any

Active ingredient proportion

Do not valuate

Item 2:

1-4

Quantity

1000 KG

Batch number

Any


Enter a value that differs from the planned value

Stock overview Logistics  Materials management  Inventory management  Environment  Stock  Stock overview or Logistics  Central Functions  Batch Management  Tools  Stock  Stock overview The system displays the appropriate active ingredient proportion for the valuated batch. The system displays the non-valuated batch with the planned value in the stock overview. The display in KG shows that both batches have the same quantity.

2-1

Base sales price on active ingredient proportion Change material Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Change  Immediately or Logistics  Materials Management  Material Master  Material  Change  Immediately


Values

Material

AI-1000-0##

View



Values

Plant

1100

Storage location

0001

Sales organization

1020


22

Choose Conditions and enter a sales price that is based on the proportion unit LI1 of the active ingredient the material contains. 2-2

‘Other’ goods receipt Logistics  Materials Management  Inventory Management Goods Movement  Goods Receipt  Other


Values

Material

AI-1000-0##

Plant

1100

Storage location

0001

Quantity

1000 L

Batch number

Any


Enter a value that differs from the planned value

2-3

Create standard order Logistics  Sales and Distribution  Sales  Order  Create


Values

Order type

Standard order

Sales organization

1020


22

Division

00.

Customer

7777

PO number

Any

Material

AI-1000-0##

Quantity

100 liters

2-3-1 Check price conditions Goto  Item  Conditions: The sales price is based on the proportion unit of the active ingredient in material A1-1000-0##, going by the planned value, as no batches have been received yet. 2-3-2 Enter batch number Item detail: Enter the batch whose characteristic value differs from the planned value 2-3-3 Check price conditions Goto  Item  Conditions: The sales price is based on the proportion unit of the active ingredient in the batch entered for the item. The active ingredient proportion is different from the planned value. The sales price for the 100 liters of AI-1000-0## is now more expensive or less expensive than before.

Actual and Planned Values of AI Proportions

Contents:  Planned and Actual Values in the Master Data  From Planned Value to Actual Value  Inventory Correction Factor

 SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Explain how planned and actual values are

used in Active Ingredient Management  Describe planned versus actual values and

implications for the inventory correction factor

 SAP AG 1999

Business Scenario

 Your company needs to control all logistics business processes using the active ingredient contained within the batch.  Unknown values for active ingredients in a batch should be replaced by typical values for this ingredient in that material and should be used as a base for stock overviews, calculation of controlling, and MRP.

 SAP AG 1999



We begin the logistics chain by procuring a component through an ordering transaction. We order a certain quantity of active ingredient. The goods receipt for the order is always carried out in physical quantities. Up to this point, only the planned active ingredient was known. It is only at this point that we can enter the actual value for the batch and trigger any corrections needed to the quantity of goods received. Thus invoice verification operates with actual values.



The active ingredient quantity can be entered in all documents with the exception of the production order (process order). If the target quantity is entered in active ingredient quantities, a corresponding open document item is processed in active ingredient quantities.



As soon as the batches have been determined, the job-order costing uses the actual value in its calculations. The results of the calculation may change if there is an active ingredient price in the stock valuation of the components.



A batch must have been entered by the goods movement stage at the latest. The system can then replace the planned value with the actual value.



The planned value for an active ingredient proportion is specified in the material master record. The system works with this value as long as the batch has not yet been selected for a business transaction.



The actual value is only assigned to a batch that actually exists. It is part of the batch's specification and is used to valuate the active ingredient characteristic.



If an active ingredient is taken into account for planning purposes, the 'leading proportion' indicator must be set in the material master record.



There can only be one leading active ingredient.

Inventory Correction Factor

Pc

May

Material: Plan val. 0.1 liters act. ing. per liter Quantity 100 liters

t

Batch: Act. Val. 0.2 liters act. ing. per liter Quantity 100 liters Correction factor Current stock/reqmt overview Overview of availability

2 New available quantity: 200 liters

 SAP AG 1999



The planned value for an active ingredient proportion can differ slightly from the average actual value of all the batches of a material. In this way, less or more quantity is actually available than identified in the stock overview.



The available amount can be corrected for planning purposes using the inventory correction factor. The effect it has may be seen in the “current stock/requirement” and “total availability” list displays.



The inventory correction factor works in the following way: the warehouse stock is corrected temporarily for planning purposes before it is included in the calculation of available quantity.



The inventory correction factor does not have any influence on the total stock and does not trigger an inventory posting. The stock overview remains unchanged.

Unit Summary

You are now able to:  Explain how planned and actual values are used in Active Ingredient Management  Describe planned versus actual values and

implications for the inventory correction factor

 SAP AG 1999

Exercises Unit: Actual and Planned Values of AI Proportions Topic: External Procurement of an Active Ingredient At the conclusion of this exercise, you will be able to:  Create a purchase order for an active ingredient  Post the goods receipt in physical quantities  Determine the potency of active ingredient in quality inspection  Post the invoice verification document for the active ingredient quantity actually received You want to buy an active ingredient. You can only store a certain potency of active ingredient in the goods receipt. You will not find out how much active ingredient the goods receipt contains until quality inspection. You want to pay the invoice only for the quantity of active ingredient you have received.

1-1

The material AI-1201-0## contains an active ingredient, which is measured in the proportion unit KI1. It is your job to purchase the material. 1-1-1 Create a new purchase order for vendor 100, purchasing organization IDES Germany, purchasing group Zuse, K, company code SAP Germany. Order the material AI-1201-0##.

Order 40 units of the active ingredient for next week. Enter the purchase order price of your choice. 1-1-2 On the item detail screen, choose Delivery. Remember that the quantity of active ingredient that is actually delivered may slightly differ from the quantity ordered. You should therefore maintain the tolerances accordingly. 1-2

Goods receipt of the material containing active ingredients 1-2-1 The base unit of measure for material AI-1201-0## is KG. Only the physical quantity can be determined in goods receipt. 100 KG are delivered. Which active ingredient proportion do you choose? 1-2-2 Post the goods receipt for the purchase order in base unit of measure. Enter a batch number of your choice or accept a number assigned manually. Do not valuate the characteristic active ingredient.

1-3

Display the purchase order history.

1-4

The active ingredient of material AI-1201-0## has its own valuation price. Display the valuation record for this active ingredient. Make a note of the standard price of the active ingredient and the material.

1-5

The material is to be valuated for a single batch Display the Financial Accounting screen for material AI-1201-0## at batch level and make a note of the moving average price, the standard price, and the stock. Which price control does the valuation type have (= batch)?

1-6

The goods receipt for material AI-1201-0## may be found in quality inspection. 1-6-1 Call up results recording for the incoming inspection lot. You should have just measured the potency of active ingredient. Enter a value that is within the tolerances. Make sure that you enter a value that does not correspond with the planned value from the material master. Close the characteristic. 1-6-2 Record the usage decision. Choose the inspection lot. The whole goods receipt is to be posted into unrestricted stock. The batch is released.

1-7

Batch classification has been assigned values from QM. Check the result. Display batch classification.

1-8

You want to know the actual value of the batch. Display the Financial Accounting screen for material AI-1202-0## at batch level and compare the values with the results obtained in 1-5.

1-9

Quality inspection has found that the potency of active ingredient does not correspond with the planned value. An adjustment posting for the goods receipt is thus required. 1-9-1 Trigger a posting that is based on the goods entry inspection lot for the purchase order. 1-9-2 Check the purchase order history once again. What do you find?

1-10

In Invoice Verification, you create the invoice using the quantities that were actually delivered to you. 1-10-1 Create the invoice document for the order and preview the document before you save it. 1-10-2 Check the result in the purchase order history.

Exercises Additional Exercise: Optional Unit: Actual and Planned Values of AI Proportions Topic: Process Orders and Job-order Costing

At the conclusion of this exercise, you will be able to:  Create a process order and call up the cost report

You want to produce a semi-finished product and determine the costs for this order. The costs are to be calculated for particular components on the basis of the active ingredient quantity. However, for other components, the cost is to be based on the physical quantity.

1-1

You produce the semi-finished product AI-1200. Create a process order for the semi-finished product AI-1200. Enter the quantity to be produced in units of active ingredient. You want to produce 80 units of KW1.

1-2

Call up the material list and enter the material AI-1201-0# as a third component. You need 10 KG. The component is kept in stock and is processed in operation 10 in the production process.

1-3

Determine the costs for the process order and display the itemization. Make a note of the costs displayed.

1-4

Call the material list and carry out batch determination for material AI-1201-0##. Choose a batch. It is advisable to choose a batch containing an active ingredient proportion that differs from the planned value for the active ingredient.

1-5

Determine the costs for the process order once again and display the itemization. Compare the costs with those costs that were first determined. What do you find, and how do you explain the result?

1-6

Release the process order and save it.

Exercises Unit: Actual and Planned Values of AI Proportions Topic: Inventory Correction

At the conclusion of this exercise, you will be able to:  Post a goods receipt from Production without using a production order  Carry out an inventory correction when the actual active ingredient proportion is different from the planned value  Display the available quantity of a material in the base unit of measure and in the proportion unit You produce the finished product and enter the active ingredient proportion at the goods receipt stage. The proportion differs slightly from the planned value. You want to include this information in your schedule and therefore you must correct the basis for your planning.

1-1

You produce the finished product AI-1000-0##. It is managed in the base unit of measure liter. 1-1-1 Set the active ingredient characteristic as the leading proportion for material AI-1000-0##. Find out the planned value. Planned value: _____________________________________________ 1-1-2 Without using a production order, post an ‘other’ goods receipt with movement type 521 to any new batch (or several new batches). The planned active ingredient proportion has not quite been attained. Assign characteristic values to the batch(es) accordingly.

1-2

The available quantity for the finished product AI-1000-0## is still displayed for the planned value. For planning purposes, you must make corrections to the stock. 1-2-1 Call the current stock/requirements list for the finished product. Switch on the display of the available quantity in proportion units. Make a note of the available quantity. 

In the base unit of measure



In the proportion unit

Available quantity in base unit of measure: _________________ Available quantity in proportion unit: ________________ 1-2-2 Create a second session. Here, you carry out an inventory correction for the finished product. Carry out the inventory correction in processing mode. Output a list that also contains the batches. 1-2-3

Then update the current stock/requirements list. How has the available quantity changed? 

In the base unit of measure



In the proportion unit

Why has it changed? _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________

1-2-4 Call up the stock overview and check that the warehouse stocks are displayed correctly in every unit of measure that has been defined.

Solutions Unit: Actual and Planned Values of AI Proportions Topic: External Procurement of an Active Ingredient

1-1

The material AI-1201-0## contains an active ingredient, which is measured in the proportion unit KI1. It is your job to purchase the material. 1-1-1 Create purchase order Logistics  Materials Management  Purchasing  Purchase Order  Create. Vendor/Supplying Plant Known Field name or data type

Values

Vendor

100

Purchasing org.

1000 / IDES Germany

Purchasing group

007 / Zuse, K

Company code

SAP Germany

Plant

1100 / Berlin

Storage location

0001

Material

AI-1201-0##

Quantity

40 KI1

Delivery date

Next week

Price

Any

1-1-2 On the item detail screen, choose Delivery. Maintain the tolerances for overdelivery as a percentage, or choose the Unlimited indicator. 1-2

Goods receipt of the material containing active ingredients 1-2-1 When 100 KG of the material is delivered, you assume that it contains the planned value of 40% of active ingredient, that is, 40 KW1, which is the exact ordered quantity.

1-2-2 Post the goods receipt via Logistics  Materials Management  Inventory Management  Goods Movement, Goods Receipt  For Purchase Order  PO Number Known. Field name or data type

Values

PO number

See exercise 1-1

Quantity

100 KG

Batch

Any

Active ingredient

Do not valuate

Note: You can also post the goods receipt via the transaction MB01. 1-3

Display the purchase order history. Logistics  Materials Management  Purchasing  Purchase Order  Display  Item details  PO history The system displays the goods receipt. The ordered quantity has been delivered (40 KI1).

1-4

Display valuation price Logistics  Central Functions  Batch Management  Batch-Specific Units of Measure  Standard Price  Display Field name or data type

Values

Material

AI-1201-0##

Plant

1100


KI1

The valuation price for 100 KI1 is 15 UNI. 1-5

Display the accounting view of the material AI-1201-0## at batch level Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Create or Logistics  Materials Management  Material Master  Material  Display Field name or data type

Values

Material

AI-1201-0##

View

Accounting view 1


Values

Plant

1100

Batch = valuation category

See exercise 1-2-2

The system displays the price per base unit of measure. This price is based on the assumption that the base unit of measure contains the same active ingredient proportion as specified in the planned value. 1-6

The goods receipt for material AI-1201-0## may be found in quality inspection. 1-6-1 Enter inspection result: Logistics  Central Functions  Batch Management  Environment  Quality Inspection  Worklist  Results Recording Search for the inspection lots for your material AI-1202-0##. The system will find one inspection lot and display it in the frame on the left-hand side. Double-click line 9999 Check with material specification for work center in the left frame. Field name

Values

Material

AI-1201-0##

Operation 10

9999

On the entry screen: Select the item and click Edit - Choose [or the magnifying glass icon  ]: xQuer = differs from the planned value. Edit - Lock [or choose the lock icon ], (by-pass any dialog boxes by choosing Accept).  Save. 1-6-2 Enter the usage decision. Logistics  Central Functions  Batch Management  Environment  Quality Inspection  Worklist  Results Recording Double-click the line with inspection number 5000…in the left-hand frame. On the entry screen: In the UD code field, use F4 help to enter an acceptance without further action and  save the usage decision. A dialog box then appears, prompting you to post the quantity concerned (100 KG) to the appropriate stock type: Enter 100 in the line To unrestricted and  save again. 1-7

Display batch classification. Logistics  Central Functions  Batch Management  Batch  Display or Logistics  Materials Management  Material Master  Batch  Display The result from QM has been transferred. The batch has a value that differs from the planned value for the active ingredient characteristic.

1-8

Display the accounting view of the material AI-1201-0## at batch level Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Create or Logistics  Materials Management  Material Master  Material  Display Field name or data type

Values

Material

AI-1201-0##

View

Accounting view 1


Values

Plant

1100

Batch = valuation category

See exercise 1-2-2

The batch is now valuated differently due to the different active ingredient potency. 1-9

An adjustment posting for the goods receipt is thus required. 1-9-1 Subsequent adjustment with reference to inspection lot Logistics  Central Functions  Batch Management  Batch-specific Units of Measure  Subsequent Adjustment f. Goods Receipt  Enter with Ref. to Insp. Lot 1-9-2 Display PO history Logistics  Materials Management  Purchasing. Purchase Order  Display Item details  PO history The system displays two goods receipts. The delivered quantity is greater than the ordered quantity. As a result of the subsequent adjustment (exercise 1-9-1), the system created a second goods receipt, which reflects the difference between the measured actual value and the planned value of the active ingredient.

1-10

Effects in Invoice Verification 1-10-1 Enter invoice Logistics  Materials Management  Invoice Verification  Logistics Invoice Verification  Document Entry  Enter Invoice Field name or data type

Values

Document date

Today

Amount

Invoiced value of goods + tax

Tax amount

Tax amount

Reference to

PO/scheduling agreement

PO number

45.... See exercise 1-1

The system accepts the invoice, even though the amount specified is higher than planned. This is because of the overdelivery that was posted for the purchase order. The overdelivery was possible because a tolerance was entered for the PO item.

Solutions Unit: Actual and Planned Values of AI Proportions Topic: Process Orders and Job-order Costing

1-1

Create process order Logistics  Production-Process  Process Order  Process order  Create  With material

1-2


Values

Material

AI-1200

Plant

1100

Order type

PI01

Total qty

80 KW1

Start date

Today

Extend material list Goto  Material list Include the third item:

1-3


Values

Material

AI-1201-0##

Requirement qty

10 KG

Item category

L

Operations

10

Determine and display costs Process order  Functions  Determine costs Goto  Costs  Itemization The costs are displayed with the current valuation of the stocks at the moving average price at plant level, not at the planned value.

1-4

Batch determination for material AI-1201-0## When you create or change a process order, select your component that is subject to batch management AI-1202-0## and choose Material  Batch management  Carry out determination Choose a batch. It is advisable to choose a batch containing an active ingredient proportion that differs from the planned value for the active ingredient.

1-5

Determine and display costs Process order  Functions  Determine costs Goto  Costs  Itemization The system displays the costs for material AI-1201-0## using the stocks’current valuation at batch level.

1-6

Release and save process order Process order  Functions  Release Process order  Save

Solutions Unit: Actual and Planned Values of AI Proportions Topic: Inventory Correction

1-1

Production for a finished material and batch valuation at goods receipt 1-1-1 Leading proportion of an active ingredient in material Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Change  Immediately or Logistics  Materials Management  Material Master  Material  Change  Immediately Field name or data type

Values

Material

AI-1000-0##

View

Basic data

Additions  Proportion/Product Unit view Set the active ingredient characteristic AIC020## as the leading proportion. The planned value is 0.10000 LSL (LSL = LW1 per liter) 1-1-2 ‘Other’ goods receipt without reference to production order Logistics  Materials Management Inventory Management.Goods Movement Goods Receipt Other Field name or data type

Values

Movement type

521

Plant

1100

Storage location

0001

Material

AI-1000-0##

Quantity

100 liters

Batch number

Any


Not 0.1000 LSL for example, 0.3000 LSL or 0.02 LSL

1-2

Correct stock with regard to Materials Planning 1-2-1 Current stock/requirements list for material AI-1000-0## in plant 1100. Logistics  Materials Management  Inventory Management  Environment  Stock  Stock/Requirements List In the first field for units, enter liter (= base unit of measure) and in the second field, enter LW1 (=proportion unit). Choose ENTER so that the system can create the additional column for displaying the available quantity in proportion units. The available quantities are correct in both units of measure. The quantity is displayed in proportion units for the actual value counted in the batches. Only non-valuated batches are included at the planned value in this total. 1-2-2 Carry out inventory correction for material AI-1000-0##. Logistics  Central Functions  Batch Management  Batch-specific Units of Measure  Determine Inventory Correction Factors Field name or data type

Values

Material

AI-1000-0##

Plant

1100

Online processing

Set at Process

With list output

Activate indicator

List output

Set at Display batch

This report shows the inventory correction factor in total and the inventory correction factor for each batch. 1-2-3 Current stock/requirements list for material AI-1000-0## in plant 1100. Logistics  Materials Management  Inventory Management  Environment  Stock  Stock/Requirements List MRP uses only the base unit of measure. For MRP purposes, the system multiplied the available quantity in the base unit of measure with the inventory correction factor (total) in order to plan materials on the basis of the active ingredient. The available quantity in proportion units remains unchanged by the inventory correction. 1-2-4 Stock overview Logistics  Materials management  Inventory management  Environment  Stock  Stock overview or Logistics  Central Functions  Batch Management  Tools  Stock  Stock overview The warehouse stocks are not affected by the inventory correction. The stock overview shows the actual stock levels in all units of measure that have been defined.

Creation of Data in Product Quantity Management

Contents:  The Central Unit of Measure for Product Units  Relation of Units of Measure  Creating Proportion Units and Conversion Ratios  User-defined Calculation  Linking Master Data  Maintaining the Material Master  Product Unit Characteristics  Maintaining Classification in the Material Master  Maintaining Units of Measure in the Material Master  Activating Product Quantity Management  SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  List the most important steps for maintaining data in Product Quantity Management  Define and convert units of measure  Create units of measurement and define them as product units and conversion ratios  Describe the integration of product units into batch specification  Maintain product unit characteristics and batch classes

 SAP AG 1999

Business Scenario

 Your company produces and stores steel bars in Kg as base unit of measure. The bars vary slightly in length and therefore also in weight per piece.  Stocks should be shown also in the unit of measure 損 iece?  All Logistics applications should be able to use the alternative unit of measure 損 iece? At the same time each piece should be correctly assigned the appropriate number of kilograms.

 SAP AG 1999

The Central Unit of Measure for Product Units

Product unit BOM

Sales

Inventory mgmt

Purchasing

C B A

B

B

 SAP AG 1999



The product unit can be seen as a core element which is found throughout the applications and is used to reproduce the alternative unit of measure of a material in a batch.



The conversion between the product unit and the base unit of measure is continuously maintained in the background and can be displayed by each of the respective applications.



Unlike active ingredient management, when you enter the product unit, the entire stock - rather than just some of the materials in the batch - is assigned with the batch-specific conversion factor and can be displayed in alternative units of measure.



In Logistics you may thus enter the alternative product unit instead of the base unit of measure.



The base unit of measure is the leading unit of measure for a material containing alternative units of measure. If an entry is made in product units, the system converts this to base units of measure before posting.



The product unit is valid for all the stock in the batch. If there are several alternative units of measure, which may have different base units of measure from batch to batch, you have to use various product units to display the alternative units.



The conversion between the product unit and the base unit of measure is stored using a ratio. This constitutes a separate unit of measurement.



In this example, the material is displayed in pieces as well as in the base unit of measure KG. PC has been defined as the product unit.



This unit of measure is converted on a batch-specific basis from the base unit of measure KG.



The ratio is recorded in the unit of measurement KPP (kilogram per piece).


Units of measure

KG

Kilogram

PC

No. of steel girders

KPP Weight per piece (steel girder)

Dimension weight

dimensionless

Should be handled as...

PC Pieces of steel girder Proportion units

Alternative product unit

 SAP AG 1999



All units of measurement to be used in active ingredient management must have been defined in Customizing.



Units of measurement to be used as product units must not be allocated to a dimension.



In Customzing for Product Quantity Management, a unit of measurement is allocated the function of the product unit. The material's stocks can be displayed in this unit. This unit of measure is converted on a batch-specific basis from the base unit of measure KG.



Some of the most common units of measurement for product units are delivered with the standard system. You can enter your own definition for an alternative unit of measure at any time and allow it as a product unit.



To enable the conversion to a standard unit of measure, the user-defined unit of measurement is allocated a reference.

Example 

The product unit PC is converted to the base unit of measure KG on a batch-specific basis.



The ratio is recorded in the unit of measurement KPP (kilo per pc) or PPK (pc per kilo).



To ensure that the characteristic value (measured in KPP or PPK) is acceptable for the product unit, there are two ways of defining the unit of measure for this characteristic: on the basis of the product unit or on the basis of the base unit of measure.



Define the unit of measure in such a way that the characteristic value will be greater than 1.



The ratio between the product unit and the base unit of measure is stored in one batch characteristic and thus becomes part of the specification.



The material transfers the information to its batches.



Product unit characteristics are allocated the special view “S” within the batch class.



Characteristics with this view are recognised when you maintain the material master. The information for conversion beween product unit and base unit of measure is transferred to the material master.

Product Unit Characteristics

Material master Origin USA Switz. Weight per pc 120 - 125 KPP

Batch

Origin USA Weight 120 KPP Test certificate 3.1B

Test certificate 3.1A 3.1B

 SAP AG 1999



In Batch Management in the R/3 System, the material transfers its specifications to the batch. You can set the system so that either the batch values must be within the requirements of the material, or so that these values are merely proposed using these requirements.



As the product unit characteristic is part of the material specification and the specification of its batches, the same logic applies. The exact product units in the individual batches are checked with reference to the information entered in the material master.

Maintaining Classification in the Material Master

View: Classification

Origin USA Switzerland

Material

Class type: Batches

Class for 憇teel girders?

Weight per pc 120 - 125 KPP

Test certificate - 3.1A - 3.1B - 3.1C

 SAP AG 1999



The product unit characteristic is allocated to the batch class and a value is assigned to it in the material master.



You have to enter a discrete value for the planned conversion factor. The relevant characteristic for conversion must be defined as a single value, with no interval values.



The planned value in the material master should be a mean value within the expected batch conversion factors.

Maintaining Units of Measure in the Material Master

View: Prop./product unit of measure Char. Weight per pc

Plan value 120 KPP

Unit meas. Kilogram / pc

Prop. unit PC

Material

GK <=> L X 1

ProductUn <=> PC

<=>

Y

Base UoM

120

KG

 SAP AG 1999



After the classification view has been maintained, the system establishes whether any product unit characteristics are present.



You must complete the information in the Proportion/Product Unit view: the system requires a planned value for the conversion to the base unit of measure.



The planned value specifies the expected conversion ratio between the product unit and the base unit of measure in the characteristic unit of measurement. If the actual product unit in a batch is not known for a particular business transaction, the system uses the planned value from the material master. The planned value for the conversion between product unit and base unit of measure is transferred to the units of measure table automatically.

Activating Product Quantity Management

Material

Activate product qty management? Yes

 SAP AG 1999



You can make several Customizing settings for Product Quantity Management in the system before the component is activated.



After the component is activated, the product quantity data is ready to be maintained in the material master.

Unit Summary

You are now able to:  List the most important steps for maintaining data in Product Quantity Management  Define and convert units of measure  Create units of measurement and define them as product units and conversion ratios  Describe the integration of product units into batch specification  Maintain product unit characteristics and batch classes

 SAP AG 1999

Exercises Unit:


Topic:

Defining and Using Product Units

At the conclusion of this exercise, you will be able to:  Create units of measurement and define them as conversion ratios  Create characteristics to describe a product unit and maintain batch classes  Extend the batch classification in the material master  Use product units and maintain planned values  Track warehouse stocks and available quantities in product units and base units of measure in the R/3 System A steel girder, which is managed in the base unit kilogram, has pieces that vary in length. Each piece is roughly 2 meters long and weighs 20 kilograms. Variations in the length of the pieces mean that the weight per piece also varies. In Inventory Management, approximate information in the form of a fixed conversion at material level is not enough. Each batch requires an exact, individual conversion. You want to fulfill this requirement using Product Quantity Management. 1-1

Create unit of measurement (for the characteristic for describing the ratio of the product unit to the base unit) Create your own unit of measurement. It should then be used to convert between the physical unit and the product unit. You will use it to measure the ratio kilogram per piece. The new unit of measurement should be dimensionless. Enter a key ending with your group number, for example, U##. The new entry should be defined with 3 decimals and be rounded to three decimal places. On the Details screen for the unit of measurement, you need not enter an ISO code.

1-2

Define product unit Verify whether the unit of measure piece can be used as a product unit.

1-3

Define ratio unit Define the ratio between physical quantity and product quantity for the unit of measurement from 1-1 [U##]. Use the unit of measure piece as a product unit and kilogram as the base unit of measure in the ratio to the unit of measure U##. Define the ratio in such a way that the characteristic value will be greater than 1. 5

5

For example, 1 PC = 100 KG, then the quotient is best defined with KG/ST. Since the base unit of measure is KG, you choose Define Calculation of base quantity from product quantity.

1-4

Create characteristic In the classification system, create a characteristic that fulfils the following requirements: 

The key should end with your group number.



In the characteristic description, the conversion should be measured between piece and kilogram.



The status should be released.



The data type should be numerical.



The characteristic value assignment should consist of a single value.

In the previous exercise, you defined a unit of measurement for a conversion ratio between physical quantity and product quantity.

1-5



Use this unit of measurement as the unit for your characteristic.



The characteristic should have three places before the decimal point and three after the decimal point.



Define a value interval for the characteristic (1 piece is roughly 20 KG).



Allow the characteristic for class type 023 and 022.

Assign the characteristic to a class Create a new class PM## for steel girders. Note that the substance view has to be arranged at header level so that a planned value can be stored at material level for product quantities or active ingredients. Assign the new characteristic to the class and, when arranging the substance view, take the characteristic level into account.

1-6

Create a new material. You can copy it. The reference material is Y-351. Create a new finished product PM-1000-0## for plant 1100. Copy the views Basic data 1, Classification, Purchasing and Accounting 1 from the reference material. Make the following changes: 

The short text is "2 meter steel girder".



Delete the assignment to a batch class.

Edit the views you have chosen and then save. 1-7

Maintain product unit for a material Change the material PM-1000-0##. Choose the views Classification and Purchasing. 1-7-1 In the Classification view, assign your new class PM## and the characteristic to a viable value range. 1-7-2 From the Purchasing screen, go to the additional data and choose the view for proportion units and product units. Enter the planned value of 20 kg per piece.

1-7-3 Also go to the additional view Units of Measure. Check the conversion ratio to the planned value. 1-8

Post a goods receipt without a purchase order Your material is delivered without a purchase order. Enter an ‘other’ goods receipt for a quantity of 100 pieces in another batch. The weight per piece differs from the planned value.

1-9

Display the material document. Call up the item details. To display the relationship between piece and kilogram in the batch, choose Goto  Other functions  Quantity conversion.

1-10

Call up the current stock/requirements list for material PM-1000-0##. Switch on the display of the available quantity in product units.

Solutions

1-1

Unit:


Topic:

Defining and Using Product Units

Create unit of measurement (for the characteristic for describing the ratio of the product unit to the base unit) Customizing (Tools  AcceleratedSAP  Customizing  Edit Project  Goto  SAP Reference IMG) Global Settings  Check units of measurement Units of measure pushbutton (dimensionless) Unit of measure - Create

1-2


Values


U##

Commercial format

U##

Technical format

U##

Unit of measure text - commercial

For example, KG/PC

Unit of measure text - technical

For example, KG/PC

Decimal places

3

Rounding to decimal places

3

Define product unit Customizing (Tools  AcceleratedSAP  Customizing  Edit Project  Goto  SAP Reference IMG) Logistics - General  Batch Management  Batch-Specific Material Units of Measure  Edit Batch-Specific Material Unit of Measure The unit of measure piece is listed. It can thus be used as a proportion unit or a product unit.

1-3

Define ratio unit Customizing (Tools  AcceleratedSAP  Customizing  Edit Project  Goto  SAP Reference IMG) Logistics - General  Batch Management  Batch-Specific Material Unit of Measure  Product Quantity Conversion  Define Calculation of Base Quantity from Product Quantity New entry pushbutton

1-4


Values

Unit of measure of characteristic

U##

Base unit of measure Batch-specific UoM

KG PC

Create characteristic Logistics  Central Functions  Batch Management  Environment  Classification System  Master Data  Characteristics or Logistics  Central Functions  Classification System  Master Data  Characteristics Pay attention to the instructions in the exercise text, in particular:

1-5


Values

Unit of measure of characteristic

U##

No. of places Decimal places

6

Values

17 - 25 U##

3

Assign the active ingredient characteristic to a class Logistics  Central Functions  Batch Management  Environment  Classification System  Master Data  Classes or Logistics  Central Functions  Classification System  Master Data  Classes Class  Create Field name or data type Class

Values PM##

Description

Class for steel girders

Org Area

S

Char.

See exercise 1-4

Org Area

S

1-6

Create new material Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Create or Logistics  Materials Management  Material Master  Material  Create Field name or data type

Values

Material

PM-1000-0##

Industry sector

Mechanical engineering

Material type

Finished product

Template

Y-351

Views

Values

Views

Basic data 1 Classification Purchasing Accounting 1


Values (new material and template)

Plant

1100


Values

Material short text

2 meter steel girder

Class assignment

Delete

Edit all the views you have chosen and then save.

1-7

Maintain product unit for a material Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Change  Immediately or Logistics  Materials Management  Material Master  Material  Change  Immediately Field name or data type

Values

Material

PM-1000-0##

Views

Classification Purchasing

Plant

1100

1-7-1 In the Classification view, assign the class PM## and extend the valuation details for the active ingredient characteristic (for example, 18 to 22 U##). 1-7-2 In the Basic Data view, under Additional data, choose the Proportion/prod. unit. In the Units meas. use field, enter B. Enter the required data. Field name or data type

Values

Planned value

20 U## ( = KG/PC)


PC

1-7-3 In the Proportion/Prod. Unit view, choose the tab page button and Units of measure. The conversion is carried out at the planned value of 1 piece/20 KG.

1-8

Goods receipt without purchase order Logistics Materials Management Inventory Management.Goods Movement Goods Receipt Other

1-9


Values

Movement type

501

Plant

1100

Storage location

0001

Material

PM-1000-0##

Quantity

100 pieces

Batch number

Any


Not 20 U## For example, 19 or 22 U##

Display material document Logistics  Materials Management  Inventory Management  Material Document  Display Call up the item details. Goto  Additional functions  Quantity conversion. The conversion shows that the batch contains 100 pieces of steel girder, with an average weight of 19 KG/PC.

1-10

Current stock/requirements list for material PM-1000-0## in plant 1100. Logistics  Materials Management  Inventory Management  Environment  Stock  Stock/Requirements List In the first field for units, enter kilogram (= base unit of measure) and in the second field, enter PC (=product unit). Choose ENTER so that the system can create the additional column for displaying the available quantity in product units. The available quantities are correct in both units of measure.

Product Quantity Mgmt - Stock to Stock Transfer

Contents:  Conversion of Quantity with Product Units  Conversion of Quantity in Inventory Management  Stock to Stock Transfer ? Distinction of Different Cases  Stock to Stock Transfer with Product Units

 SAP AG 1999

Unit Objectives

At the conclusion of this unit, you will be able to:  Create stock transfers of batches with different factors of conversion between base unit of measure and alternative unit of measure

 SAP AG 1999

Business Scenario

 From time to time your company wants to transfer stock from one batch to the stocks of a different batch. The conversion factor between base unit of measure and alternative unit of measure in both batches can be different.

 SAP AG 1999

Conversion of Quantity with Product Units

 Status 3.0

 

The conversion factor between alternative unit of measure and base unit of measure is defined at material level. All batches of the material have this conversion factor.

 As of 4.0

 

The conversion factors that are defined for all batches of the material are planned values. The conversion factors of the individual batches are defined when the batch is created and cannot subsequently be changed. They represent the exact value or an average value. All goods movements are carried out with this conversion factor.

 SAP AG 1999

Target: 

You should ensure that a material does not have to be created for every dimension. Products that differ only in dimension and in a few other characteristics should be grouped under one material number. This reduces the data volume and makes maintenance easier.



In Release 3.0, the conversion factor between the alternative unit of measure and the base unit of measure is defined at material level.



In the standard system from 4.0 onwards, you can manage products with different conversion factors as batches under one material number.

Conversion of Quantity in Inventory Management

Profile for sheet-metal plates

Stockkeeping unit: KG Batch unit: PC Batch characteristics: - Fusion number - Origin - Certificate - Length (!) 6000 mm Fixed batch conversion factor F

 SAP AG 1999



Scenario:  You define the conversion factor for a batch.  All items are roughly the same weight. All goods movements are carried out with the conversion factor for this batch.

Stock to Stock Transfer - Distinction of Diff. Cases

Issuing batch

Receiving batch Existing batch, same conversion

Existing batch, different conversion

New batch

 SAP AG 1999



You can carry out stock transfers in one or more product units between batches with different conversion factors (T160M).



The transferred quantity is checked for errors after the decimal point with the conversion factor of the receiving batch.  Example:

Quantities are defined as whole numbers. Weight per piece for issuing batch Weight per piece for receiving batch Stock transfer of 300 kg = 0.91 pc Stock transfer of 330 kg = 1.0 pc

300 kg 330 kg Error after decimal point ok

Stock to Stock Transfer with Product Units

Issuing batch Coil1

Issuing batch Coil2

Weight per pc ? 300 kg (e.g. from GR)

Weight per pc 310 kg

Weight per pc 310 kg Weight per pc 310 kg

Receiving batch Coil3 Weight per pc 280 kg

Weight per pc 280 kg

 The user wants to transfer the lighter piece to an appropriate batch  He or she has to manually enter another transfer posting line for the remaining quantity in the segment

 SAP AG 1999

Appendix: If you change the conversion factor for a batch, you cannot subsequently post a reversal for this batch, as it would result in inconsistencies. Example of problem during reversal: 

Goods receipt with 3 pcs 900 kg (weight per pc 300kg)



Goods issue with 1 pc 300 kg (weight per pc 300 kg)



Stock transfer from 1 pc with 280 kg Remaining stock in batch of 1 pc 320 kg



Conversion factor is changed



Reversal of goods issue (300 kg = 0.94 pc cannot be posted due to error after decimal point)

Unit Summary

You are now able to:  Create stock transfers of batches with different factors of conversion between base unit of measure and alternative unit of measure

 SAP AG 1999

Conclusion (1)

Introduction


Master Data

Batch Determination

Batch Levels

Batch Specification

Batch Status Mgmt

 SAP AG 1999

Batch

Batch

Batch

?

Price Determination


Batch

Batch

XXXX + YYY = ZZZZ

29


Recommended Follow-up Activities

 Go through the exercises using IDES data or your own data  Read on-line documentation  Read IMG documentation  Read release notes

 SAP AG 1999

Appendix

Contents:  Menu Paths

 SAP AG 1999

Frequently-used Menu Paths Master Data Activity

Menu Path

Material master record

Logistics  Materials Management  Material Master  Material  Create|Change|Display or Logistics  Central Functions  Batch Management  Environment  Material Master  Material  Create|Change|Display

Batch master record

Logistics  Central Functions  Batch Management  Batch  Create|Change|Display or Logistics  Materials Management  Material Master  Batch  Create|Change|Display

Valuation record for active ingredient management

Logistics  Central Functions  Batch Management  Batch-specific Units of Measure  Standard Price  Create|Change|Display

Inventory Management Activity

Menu Path

Goods receipt | Transfer posting | Goods issue

Logistics  Materials Management  Inventory Management  Goods Movement  Goods Receipt|Transfer Posting|Goods Issue

Current stock/requirements list

Logistics  Materials Management  Inventory Management  Environment  Stock  Stock/Requirements List

Material documents

Logistics  Materials Management  Inventory Management  Material Document  Change|Display

Classification System Activity

Menu Path

Class

Logistics  Central Functions  Classification 

Activity

Menu Path Master Data  Classes or Logistics  Central Functions  Batch Management  Environment  Classification System  Master Data  Classes

Characteristic

Logistics  Central Functions  Classification  Master Data  Characteristics or Logistics  Central Functions  Batch Management  Environment  Classification System  Master Data  Characteristics

Quality Inspection Activity

Menu Path

Maintain material specification

Logistics  Central Functions  Batch Management  Environment  Quality Planning for Material  Inspection Planning  Material Specification  Edit|Display or Logistics  Quality Management  Quality Planning  Inspection Planning  Material Specification  Edit|Display

Maintain master inspection Logistics  Central Functions  Batch characteristic Management  Environment  Quality Planning for Material  Basic Data  Inspection Characteristic  Create|Change|Display Enter result

Logistics  Central Functions  Batch Management  Environment  Quality Inspection  Worklist  Results Recording or Logistics  Quality Management  Quality Inspection  Inspection Result  For Operation|For Inspection Point  Record|Change|Display

Enter usage reason

Logistics  Central Functions  Batch Management  Environment  Quality Inspection  Worklist

Activity

Menu Path  Results Recording or Logistics  Quality Management  Quality Inspection Inspection Lot  Usage Decision  Record|Change|Display

Inspection lot

Logistics  Central Functions  Batch Management  Environment  Quality Inspection  Inspection Lot  Editing  Create|Change|Display or Logistics  Quality Management  Quality Inspection  Inspection Lot  Editing  Create|Change|Display

SD Activity

Menu Path

Sales order

Logistics  Sales and Distribution  Sales  Order  Create|Change|Display

Create delivery

Logistics  Sales and Distribution  Sales  Order  Subsequent functions  Outbound Delivery

Production Activity

Menu Path

Production order

Logistics  Production  Production Control  Order  Create|Change|Display

Production Planning Activity

Menu Path

Process order

Logistics  Production - Process  Process Order  Process order  Create|Change|Display|Release

Master recipe

Logistics  Production - Process  Master Data  Master Recipes  Recipe and Material List  Create|Change|Display

Batch Where-used List Activity

Menu Path

Display batch where-used list in Inventory Management

Logistics  Central Functions  Batch Management  Tools  Batch Usage  Pick-Up List|Display or Logistics  Materials Management  Inventory Management  Environment  Batch Where-Used List  Display

Define Batch Search Strategies in the Application Activity

Menu Path Logistics  Central Functions  Batch Management  Batch Determination  Batch Search Strategy  For Inventory Management|For Production Order|For Process Order|For Sales and Distribution|For Warehouse Management  Create|Change|Display

Customizing Activity

Menu Path Tools  Accelerated SAP  Customizing  Edit Project Implementation Projects  SAP Implementation Guide (IMG)

Main menu paths for setting up Batch Management

Logistics - General  Batch Management  Specify Batch Level and Activate Status Management Logistics - General  Batch Management  Batch Number Assignment Logistics - General  Batch Management  Creation of New Batches Logistics - General  Batch Management  Batch Valuation Logistics - General  Batch Management  Batch Status Management Logistics - General  Batch Management  Batch

Activity

Menu Path Where-Used List Logistics - General  Batch Management  BatchSpecific Material Units of Measure

Batch Determination

Logistics - General  Batch Management  Batch Determination and Batch Check  Condition Tables Logistics - General  Batch Management  Batch Determination and Batch Check  Access Sequences Logistics - General  Batch Management  Batch Determination and Batch Check  Strategy Types Logistics - General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Definition Logistics - General  Batch Management  Batch Determination and Batch Check  Batch Search Procedure Allocation and Check Activation Logistics - General  Batch Management  Batch Determination and Batch Check  Activate Automatic Batch Determination in SD Logistics - General  Batch Management  Batch Determination and Batch Check  Define Selection Classes Logistics - General  Batch Management  Batch Determination and Batch Check  Define Sort Rules Logistics - General  Batch Management  Batch Determination and Batch Check  Maintain Batch Allocation Strategy Number Ranges

Customizing for Active Ingredient Management Activity

Menu Path

Define units of measurement

General Settings  Check units of measurement  Units of measurement

Proportion units for Active Ingredient Management

Logistics - General  Batch Management  BatchSpecific Material Units of Measure  Edit BatchSpecific Material Unit of Measure Logistics - General  Batch Management  BatchSpecific Material Units of Measure  Calculate

Activity

Menu Path Proportional Factors  Define Calculation of Proportion Quantity from Base Quantity|Define Calculation of Base Quantity from Proportion Quantity

Customizing for Product Quantity Management Activity

Menu Path

Define units of measure

General Settings  Check units of measurement  Units of measurement

Product units for Active Ingredient Management

Logistics - General  Batch Management  Batch-Specific Material Units of Measure  Edit Batch-Specific Material Unit of Measure Logistics - General  Batch Management  Batch-Specific Material Units of Measure  Product Quantities Conversion  Define Calculation of Product Quantity from Base Quantity| Define Calculation of Base Quantity from Product Quantity

LO955 Batch Management

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