Batch Management is defined as tagging an alphanumeric or a numeric code to the material produced or material procured. Every batch number has an inventory quantity associated with it. This 10 digit code in SAP helps in uniquely identifying a material and the quantity associated with it.
Setting-1: For any material to maintain the batches, we have to check the field “batch management” in the corresponding material master record. (We have to create new material here).
Setting-2: Creating no. ranges for batches.
Path: SPRO--->logistics-general--->batch management--->batch no. assignment--->activate internal batch no. assignment--->activate batch no. assignment.
-Here we need to specify whether we use internal or external no. range for batches.
-If we are using an internal no. range for creating it, go to; “maintain internal batch no. assignment range”.
-If we are using external no. range, for creating it go to; “maintain no. range for external batch no. assignment”.
Setting-3: Post stock of the material in the corresponding batch no’s.
Go to ‘MB1C’ and post the stock in the batch.
Setting-4: Batch search procedure.
For the system to automatically determine a corresponding batch no. for the item either into order or delivery, we shall configure batch search procedure. For this, go to;
Path: SPRO--->logistics-general--->batch management--->batch determination and batch check.
- Condition tablesàdefine sales and distribution condition tablesàcreate condition table for batch determination.
Create the required condition tables with the corresponding key fields.( s.org,distribution channel,material)
- Access sequencesàdefine sales and distribution access sequences.
Create the access sequence and place the required condition tables in it.
- Strategy typesàdefine sales and distribution strategy types.
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Functionality of strategy types:
-Access sequence: Specify the corresponding access sequence of the strategy type.
-of splits: Specifies the no. of batch splits allowed during the batch determination in the corresponding document.
-Changes allowed: If we check this field, the no. of batch splits can be changed during the batch determination in the corresponding document.
-Over delivery allowed: If we check this field, the system allows the total of batch split quantities to be greater than the actual requested quantity.
-Display unit of measure: Specifies the unit of measure in which the stock of the material has to be displayed during the batch determination. (Use the value ‘A’).
-Dialog batch determination: If we check this field, the system gives a message regarding the batch determination in the corresponding document. Save the strategy type.
Batch search procedureàdefine sales and distribution search procedure.
Create a procedure and place the required condition type in it.
Batch search procedure allocation and check activationàallocate SD search procedure/activate check.
Go to “new entries” and assign the procedure to the combination of sales area and sales document type. While assigning the procedure if we check the field “check batch”, the batch no. manually entered for the item in the document will be checked against the selection criteria stored for batch determination using variant configuration. (Don’t check this field).
-Activate automatic batch determination in SD.
-Automatic batch determination for sales order items.
Select the required sales document item category and check the field “automatic batch determination” (don’t check this field here).
-Activate automatic batch determination for delivery item categories.
Select the required delivery item category and check the field “automatic batch determination” (check this field here).
Setting-5: Maintaining condition records for batches.
Path: logisticsàsales and distributionàmaster dataàproductsàbatch search strategyàVCH1-create.
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Path: logisticsàcentral functionsàbatch managementàbatch determinationàbatch search strategyàfor sales and distributionàVCH1-create.
-Enter the required strategy type (condition type).
-Select the required key combination (in 99% of the case we choose ‘material’).
-Maintain the condition record by specifying the required material.
-When we enter material, the remaining details like no. of batches, etc. will be copied from the definition of the strategy type.
-Select the condition record and go to “details” where the field “selection type for batch determination” specifies how the system shall determine the batch no. for the material. If we leave this field blank, the system determines the batch no’s for the materials depending on the selection criteria maintained by using variant configuration. As we are not using the variant configuration for batches, we shall not leave this field blank. We shall specify the value ‘O’ (selection with no selection criteria).Save the record.
Using batches in deliveries: While creating the delivery the system automatically determines a corresponding batch no. for the item. To see this select the icon “batch split exists” in the field “batch split indicator”. When we select this icon, the system automatically generates one more line item with the corresponding batch no. for that line item with the batch no. we have to enter the ‘pick quantity’ and complete the goods issue.
Batch splits in delivery: While creating the delivery the system automatically determines a corresponding batch no. to see this select the icon “batch split exists” in the field “batch split indicator” where the system automatically generates one more line item with the corresponding batch no. go to the item data of that line item and change the delivery quantity as per the available quantity in that batch. Come back to the overview screen and complete the picking from that batch. Select the delivery item and select the button “batch split” where we shall enter one more batch with the corresponding delivery quantity. Come back to the overview screen and complete the picking from that batch. Like this, we shall enter the required batches till the entire delivery quantity is picked and complete the goods issue.
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