Batch Management Document

SAP R/3 4.7

September 2004

English

Batch Management (M05)

SAP AGNeurottstr. 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Metals: Batch Management: Configuration Guide

Copyright

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ContentsBatch Management: Configuration Guide.......................................................................................6

1 Purpose................................................................................................................................ 6

2 Preparation.......................................................................................................................... 6

2.1 Prerequisites..................................................................................................................6

3 Configuration........................................................................................................................ 7

3.1 Batch Management General..........................................................................................7

3.1.1 Define Batch Level................................................................................................7

3.1.2 Conversion of Batch Level....................................................................................7

3.1.3 Activate Batch Status Management......................................................................8

3.1.4 Conversion of Status Management.......................................................................8

3.1.5 Activate Internal Batch Number Assignment.........................................................9

3.1.6 Internal Batch Number Assignment for Assigned Goods Receipt.........................9

3.1.7 Configure Batch-Where-Used List.......................................................................10

3.2 Setting up Batch Management....................................................................................11

3.2.1 Create Class (023)..............................................................................................11

3.2.2 Maintain Organizational Area for Batch Characteristics......................................12

3.2.3 Assign Class Type 023 to Configurable Material.................................................13

3.2.4 Maintain Batch Specific Unit of Measure in Material Master...............................14

3.3 Set up the Sales and Distribution Batch Search..........................................................15

3.3.1 Condition Tables Field Catalog...........................................................................16

3.3.2 Condition Tables Create.....................................................................................16

3.3.3 Generate Condition Tables.................................................................................17

3.3.4 Access Sequences..............................................................................................18

3.3.5 Define Sales and Distribution Strategy Types.....................................................19

3.3.6 Define Sales and Distribution Search Procedure................................................20

3.3.7 Allocate SD Search Procedure/Activate Check...................................................21

3.4 Setting up the Inventory Management Batch Search..................................................24

3.4.1 Allocate IM Search Procedure/Activate Check....................................................24

3.4.2 Classify Batches Within Goods Movement.........................................................25

3.5 Setting up Batch Search for PP...................................................................................26

3.5.1 Assign Search Procedure to Production Order...................................................26

3.5.2 Assign Search Procedure to Process Order.......................................................27

3.6 Setting up General for Batch Search...........................................................................28

3.6.1 Create Sort Sequence for Batches......................................................................28

3.6.2 Create Batch Search Strategy for SD Part 1.......................................................31



3.6.3 Create Batch Search Strategy for SD Part 2.......................................................34

3.6.4 Create Customer Exit for Classify Batches.........................................................36



Batch Management: Configuration Guide

1 PurposeThis document describes the general configuration steps required to manually set up the configuration within the system landscape that has already been installed using the corresponding installation or configuration guides for installation.

The configuration guide describes how to set up the configuration of a building block manually, without the support of automated configuration tools. If you want to use BC sets and CATT procedures for an automated installation process, refer to the Installation Guide of the Batch Management building block.

2 Preparation

2.1 PrerequisitesThe following building blocks form the basis for all Fabricated Metal business scenarios provided by SAP Best Practices. You only have to install these building blocks once.

Building Blocks Comments

Baseline Building Blocks (Layer 0)

B32 - Best Practices R/3 Installation

J02 - Organizational Structure

B29 - Financial Accounting

B30 - Cost/Profit Center Accounting

J05 - Material Management

J04 - Sales and Distribution

Baseline Building Blocks (Layer 1)

J06 - Production Planning & Control

In order to run the scenario, you also have to install the following building blocks:

Scenario-Specific Building Blocks Comments

M02 – Quantity Conversion

M01- Master data

M03 – Pricing

For details of how to install an individual building block, refer to the relevant building block installation documentation.



3 Configuration

3.1 Batch Management GeneralThe following six activities are same as the corresponding parts of German baseline building block J19. If you have installed J19, you can skip these activities.

3.1.1 Define Batch Level

UseThis transaction enables you to set the batch level for batch management. Three unique options for a material are available:

At plant level

At material level

At client level

PrerequisitesIf the material or client level for a material is chosen, check that no materials are in stock. If a material exists in stock, the level may not be changeable.

Procedure1. To carry out the activity, choose one of the following navigation options:

SAP R/3 Role Menu Define Batch Level

Transaction Code OMCE

2. In the Define Batch Level screen, select Batch unique at material level and choose Save.

3. If the system displays any warning messages, continue through them by choosing Enter.

ResultYou have set the batch level to the material level.

3.1.2 Conversion of Batch Level

UseThis step activates the conversion of the batch level. Carefully consider this step, because it is very difficult to change the batch level once materials are in stock.

PrerequisitesThe batch level has been chosen. The project should carefully review which batch level is needed before configuration and creation of master data is begun.




SAP R/3 Role Menu Conversion of batch level

Transaction Code OMCT

2. On the Batch definition screen, choose Batch level Conversion.

3. On the dialog box, choose No. The status bar will display a notification of success.

ResultYou have converted the batch level.

3.1.3 Activate Batch Status Management

UseThe purpose of this activity is to set the batch management to active status in the client.

PrerequisitesThe batch level should be set before the batch management is set to active.


SAP R/3 Role Menu Activate Batch Status Management

Transaction Code OMCS

2. Select the Batch status management active radio button.

3. Choose Save.

ResultYou have activated the batch level status.

3.1.4 Conversion of Status Management

UseThis purpose of this activity is to convert the batch management status to active.

PrerequisitesThe status of batch management has been set from inactive to active.




SAP R/3 Role Menu Conversion of Status Management

Transaction Code OMCT

2. Choose Batch status management conversion.

3. On the dialog box, choose Yes to run the conversion in test mode. If you want to run the conversion directly, choose No.

3.1.5 Activate Internal Batch Number Assignment

UseThis purpose of this activity is to set the internal number assignment of batches to automatically active.

Procedure1. Access the activity using one of the following navigation options:

Transaction Code OMCZ

IMG Menu Logistics - General Batch Management Batch Number Assignment Activate Internal Batch Number Assignment

2. Choose Automatic batch number assignment active and choose Save.

3. On the Prompt for Local Workbench Request dialog box, choose Create request.

4. On the Create Request dialog box, in Short Description, enter a short description (for example, J05 Activities), then choose Save.

5. Choose Continue.

6. Choose Back.

3.1.6 Internal Batch Number Assignment for Assigned Goods Receipt

UseThe purpose of this activity is to set the internal number allocation of batches at goods receipt to automatic in the following plants:

BP01, BP02, BP03, and BP0X.

Procedure1. Access the activity using the following navigation options:

Transaction Code OCHA



IMG Menu Logistics - General Batch Management Batch Number Assignment Activate internal batch number assignment Internal Batch Number Assignment for Assigned Goods Receipt

2. Choose the activity Internal Batch Number Assignment for Assigned Goods Receipt

3. Set the automatic batch number allocation indicator in plants BP01, BP02, BP03, and BP0X.

4. Save your results.

3.1.7 Configure Batch-Where-Used List

Use In this activity, you make the settings required for the batch where-used list function. The standard sets the batch where-used list active in each plant. Furthermore, the plant can be selected to have synchronous posting of batch where-used records. When the batch where-used file is built up, the receipt and issue records required for the batch where-used list are generated for the material document items. The system only includes material document items for plants in which building up of the file is allowed.


SAP R/3 Role Menu Configuration Configure Batch-Where-Used List

Transaction Code OCHA

IMG Menu Logistics - General Batch Management Batch Where-Used List Make Settings for Batch Where-Used List

2. In the Enter Variable Field Values screen, change the values of the following fields:

Key field Value

Plant BP01

Plant BP02

Plant BP03

Plant BP0X

ResultIn all of the plants, the batch where-used list remains active and all plants are selected for synchronous posting of batch where-used records.


sapevent:DOCU_LINK/GL:batch_where-used_list


3.2 Setting up Batch Management

3.2.1 Create Class (023)

UseThe purpose of this activity is to create the classes of the class type 023. A group of characteristics that can be attributed to a product. A class is a group of similar objects according to common characteristics.

Fabricated Metals uses the following class types:

- 023 (batch classes)

- 200 (class for Material – configurable products; usable in bill of material)

- 300 (Variant class)

Procedure

1. Access the transaction using:

Transaction Code CL01

SAP R/3 Standard Menu Logistics Central Functions Classification Master Data Classes

2. On the screen Create Class: , enter data and choose Confirm (Enter).

Class Class type

PLATE 023

3. On the Basic Data tab , enter the ’Plate (Batch)’ for Description field , and select ‘Char.’ tab .

4. On the Char. tab, enter the data :

Characteristic

FORM_C

LENGTH_C

FORMAT_C

THICKNESS_C

WIDTH_C

LENGTH_C2

WIDTH_C2

LENGTH_C3

WIDTH_C3

DIAMETER_OUT_C

DIAMETER_IN_C

CERTIFICATION



Characteristic

DENSITY

WEIGHT_PER_PIECE_C

WEIGHT_PER_PIECE_C1

5. Save your entries..

6. Repeat steps 2 to 5 with the following data:

Class Class type DescriptionPLATE 023 Plate (Batch)TUBE 023 Tube (Batch)T-BAR 023 Bar (Batch)BAR 023 Bar (Batch)TINPLATE 023 Tinplate (Batch)T-COIL 023 Coil (Batch)COIL 023 Coil (Batch)SLAB 023 Slab (Batch)PLATE_SCM 023 Plate (Batch)COIL_SCM 023 Coil (Batch)SLAB_SCM 023 Slab (Batch)

For detailed characteristic data , see the data file CL01_C001_M05.TXT.

ResultYou have created classes of the class type 023.

3.2.2 Maintain Organizational Area for Batch Characteristics

UseThe purpose of this activity is to maintain organizational area for batch characteristics. To use the quantity conversion on batch level you need to assign the organizational areas S to the batch characteristics that are used to store the conversion factor.

Procedure


Transaction Code CL02

SAP R/3 Standard Menu Logistics Central Functions Classification Master Data Classes

2. On the Class screen, enter the following data and choose Confirm (Enter).

Class Class type

PLATE 023

3. On the screen Change Class: , enter the following data and select the Char. tab page .

Organizational Area



s

4. On the Char. tab page, enter the following data and choose Save .

Characteristic Org. Areas

WEIGHT_PER_PIECE_C S

5. Repeat step 2 to 4 for the following data:

ResultYou have maintained the organizational area for batch characteristics in the classes.

3.2.3 Assign Class Type 023 to Configurable Material

UseThe purpose of this activity is to assign class type 023 to a configurable material. A class type is a top-level unit of control for classes. Each class must be allocated to exactly one class type.

Procedure


Transaction Code MM02

SAP R/3 Standard Menu Logistics Materials Management Material Change Immediately

2. On the Change Material (Initial Screen) screen, enter the data and choose Confirm (Enter).

Material

PLATE

3. On the Select View(s) screen, select the Classification view and choose Confirm (Enter).

4. On the Classification screen check whether the class type is 023(Batch) , if not, you can use F7 or menu path: Extras Change Class type alter class type to 023, enter the data and choose Save.


Class Class type

Organizational Area

Characteristic Org. Areas

TUBE 023 S LENGTH_PER_PIECE_C S

T-BAR 023 S WEIGHT_PER_PIECE_C S

BAR 023 S WEIGHT_PER_PIECE_C S

TINPLATE 023 S WEIGHT_PER_PIECE_C S

T-COIL 023 S WEIGHT_PER_PIECE_C S

COIL 023 S WEIGHT_PER_PIECE_C S

SLAB 023 S WEIGHT_PER_PIECE_C S


Class

PLATE

5. Repeat step 2 to 4 for the following data

Material Class

TUBE TUBE

BAR BAR

COIL T-COIL

TP-COIL COIL

TP-SLAB SLAB

TINPLATE TINPLATE

TP-COIL-PI COIL

TP-SLAB-PI SLAB

TINPLATE-PI TINPLATE

PLATE-SCM PLATE_SCM

COIL-SCM COIL_SCM

SLAB-SCM SLAB_SCM

ResultYou have assigned the class type 023 to the configurable materials.

3.2.4 Maintain Batch Specific Unit of Measure in Material Master

UseThe purpose of this activity is to maintain a batch-specific unit of measure in the material master. You use batch-specific units of measure when the conversion ratio for the unit of measure to the base unit of measure varies for different batches of a material.

You can define alternative units of a material for which the conversion ratio to the base unit of measure on a batch-specific basis.

Procedure


Transaction Code MM02

SAP R/3 Standard Menu Logistics Materials Management Material Change Immediately

2. On the Change Material (Initial Screen) screen, enter the data and choose Confirm (Enter).

Material



PLATE

3. On the Select View(s) screen , select ‘Basic Data 1’ view and choose Confirm (Enter).

4. On the Change Material PLATE screen , choose ‘Additional data’, and select the ‘Proportion/prod. unit’ tab strip .

5. Enter the following data and then choose Save.

Material Planned value

UoMLUoM

Plate 1 PC

6. Repeat step 2 to 5 for the following data:

Material Planned value

UoMLUoM

TUBE 1 PC

BAR 1 PC

COIL 1 PC X

TINPLATE 1 PC

TP-COIL 1 PC X

TP-SLAB 1 PC

TINPLATE-PI 1 PC

TP-COIL-PI 1 PC X

TP-SLAB-PI 1 PC

ResultThe material master is changed according to the batch specific unit of measure.

3.3 Set up the Sales and Distribution Batch SearchA new strategy type has been defined for Sales and Distribution. Since the batch search criteria often comes from the configuration in the metal area, and with that are dependent on configurable material and not on the individual material variants, a specific conditions table has been created which contains the pricing reference material (normally for the respective configurable material). This conditions table was incorporated in an access sequence; if no batch search strategy record exists with the access sales and distribution area material and no record with the access sales and distribution customer material, then the batch search strategy record for the price material is accessed. This is normally sufficient.



3.3.1 Condition Tables Field Catalog

UseThe purpose of this activity is to define the condition tables field catalog.The field catalog contains all of the key fields for the condition tables.

Procedure1. Access the transaction using:

Transaction Code SPRO

IMG Menu Logistics - General Batch Management Condition Tables Define Sales and Distribution Condition Tables

2. Choose Conditions: Allowed Fields (Sales and Distribution).

3. Select New Entries.

4. Enter the following data:

The following fields have been set up:

Field Entry

Field PMATN

5. Choose Back.

6. Choose Save.

ResultThe entry PMATN can be used for condition tables.

3.3.2 Condition Tables Create

UseThe purpose of this activity is to create conditions tables. You wish, for example, to use the order type and the customer group as selection criteria for batch determination. To do this, you create a condition table containing these two fields.



IMG Menu Logistics - General Batch Management Condition Tables Define Sales and Distribution Condition Tables

2. Then chose Create Condition Table for Batch Determination (SD screen, enter the following data:

Field Entry

Table 900

3. Choose Enter.



4. Place the cursor on the second value Material.

(Note that the technical view must be "PMATN" since there are 2 fields with the description Material/Material number in existence.

5. Choose Select field.

6. Choose Generate.

7. Choose YES.

ResultThe condition table “900” can now be used for access sequences.

3.3.3 Generate Condition Tables

UseIn this section, you generate condition table 900.

PrerequisitesThe generation of the tables has already been done in the previous step. As the activation of the BCS in transaction /SMB50/B036_M05_01 of the installation guide does not generate the tables, you find here a manual description on how to generate the tables after having used transaction /SMB50/B036_M05_01.



IMG Menu Logistics - General Batch Management Batch Determination and Batch Check Condition Tables Define Sales and Distribution Condition Tables

2. Then chose “Change Condition Table for Batch Determination (SD)”


Field Entry

Table 900

4. Choose Enter.

5. Choose Generate.

6. Choose YES.

7. Choose Back twice.



ResultThe condition table 900 can be used for access sequences.

3.3.4 Access Sequences

UseThe purpose of this activity is to define access sequences. You can define an access sequence so that the system first searches for a batch search strategy containing condition table 508. If no such strategy is defined, the system is to find the general strategy for the order type using condition table 507.



IMG Menu Logistics – General Batch Management Batch Determination and Batch Check Access Sequences Define Sales and Distribution Access Sequences

2. Then execute the activity Define Sales and Distribution Access Sequences.

3. Choose New Entries.


Field Entry

AcSq YM01

Description Pricing Material

5. Select the entry YM01.

6. Double click on Accesses in the dialog structure.


Field Entry

AcNo 10

Tab 2

Field Entry

AcNo 20

Tab 1

Field Entry

AcNo 30

Tab 900

8. Select all entries.

9. Double-click on Fields in the dialog structure.

10. Choose Save.



ResultYou can now use the access sequence YM01.

3.3.5 Define Sales and Distribution Strategy Types

UseThe purpose of this activity is to define Sales and Distribution strategy types You wish to use different batch search strategies for different combinations of sales areas and sales document types. For this purpose you create strategy types.



IMG Menu Logistics – General Batch Management Batch Determination and Batch Check Strategy Types Define Sales and Distribution Strategy Types

2. Then choose Define Sales and Distribution Strategy Types.


Field Entry

Cond. Type / Description YM01 / Pricing material

Access Seq. YM01

4. Choose Maint. button next to "Quantity Proposal"


Field Entry

Routine Nr. 997

Description Pricing material

6. Select the last entry.

7. Choose Source text.

8. Choose Load Local File.

Field Entry

Local Filename Z_SMB50_SPRO_P080_M05.txt

9. Choose Open.

10. Choose Save.

11. Choose Back.

12. Highlight the entry 997.

13. Chose the Edit menu and Activate.

14. Choose Back.


sapevent:DOCU_LINK/GL:batch_search_strategy


Field Entry

Cty proposal 997

15. Save your entries.

ResultYou can now use the strategy type YM01.

3.3.6 Define Sales and Distribution Search Procedure

UseThe purpose of this activity is to define Sales and Distribution search procedures. Each search procedure comprises all the strategy types that can be used for a particular combination of sales areas and sales document types.



IMG Menu Logistics – General Batch Management Batch Search Procedure Definition Define Sales and Distribution Search Procedure

2. Choose Define Sales and Distribution Search Procedure.



Field Entry

Step 10

CType SD01

Field Entry

Step 20

CType SD02

Field Entry

Step 30

CType SD03

Field Entry

Step 40

CType YM01

5. Choose Save.


sapevent:DOCU_LINK/GL:sales_document_type

sapevent:DOCU_LINK/GL:sales_area

sapevent:DOCU_LINK/GL:sales_area


ResultYou can use the Sales and Distribution search procedure YSD001.

3.3.7 Allocate SD Search Procedure/Activate Check

UseIn this activity, you allocate batch search procedures to those combinations of sales organization, distribution channel, division and sales document type for which batch determination is to be carried out, and activate batch checking.

Procedure1. To access the transaction, choose:


IMG Menu Logistics – General Batch Management Batch Search Procedure Definition Allocate SD Search Procedure/Activate Check

2. Choose Allocate SD Search Procedure/Activate Check.


4. Enter the following data in line 1:

Field Entry

Sales.org. BP01

Distr. chl 01

Division 01

SalesDocType IN

Search procedure YSD001

Field Entry

Sales.org. BP01

Distr. chl 01

Division 01

SalesDocType QT

SalesDocType YSD001

Field Entry

Sales.org. BP01

Distr. chl 01

Division 01

SalesDocType BV

SalesDocType YSD001



Field Entry

Sales.org. BP01

Distr. chl 01

Division 01

SalesDocType DL

SalesDocType YSD01

Field Entry

Sales.org. BP01

Distr. chl 01

Division 01

SalesDocType SO

SalesDocType YSD01

Field Entry

Sales.org. BP01

Distr. chl 01

Division 01

SalesDocType OR

SalesDocType YSD01


Field Entry

Sales.org. BP01

Distr. chl 02

Division 01

SalesDocType IN


Field Entry

Sales.org. BP01

Distr. chl 02

Division 01

SalesDocType QT

SalesDocType YSD001

Field Entry

Sales.org. BP01

Distr. chl 02

Division 01



SalesDocType BV

SalesDocType YSD001

Field Entry

Sales.org. BP01

Distr. chl 02

Division 01

SalesDocType DL

SalesDocType YSD01

Field Entry

Sales.org. BP01

Distr. chl 02

Division 01

SalesDocType SO

SalesDocType YSD01

Field Entry

Sales.org. BP01

Distr. chl 02

Division 01

SalesDocType OR

SalesDocType YSD01


Field Entry

Sales.org. BP01

Distr. chl 03

Division 01

SalesDocType IN


Field Entry

Sales.org. BP01

Distr. chl 03

Division 01

SalesDocType QT

SalesDocType YSD001

Field Entry

Sales.org. BP01



Distr. chl 03

Division 01

SalesDocType BV

SalesDocType YSD001

Field Entry

Sales.org. BP01

Distr. chl 03

Division 01

SalesDocType DL

SalesDocType YSD01

Field Entry

Sales.org. BP01

Distr. chl 03

Division 01

SalesDocType SO

SalesDocType YSD01

Field Entry

Sales.org. BP01

Distr. chl 03

Division 01

SalesDocType OR

SalesDocType YSD01

7. Choose Save.

ResultYou have allocated a Sales and Distribution search procedure.

3.4 Setting up the Inventory Management Batch Search

3.4.1 Allocate IM Search Procedure/Activate Check

Use

In this activity, you allocate batch search procedures to those Inventory Management movement types for which batch determination is to be carried out, and activate batch checking for manual chose of batches against the search characteristics.





IMG Menu Logistics - General Batch Management Batch Search Procedure Definition Allocate IM Search Procedure/Activate Check

2. Change the following entries via enter the Search Procedure “ME0001”:

Field Entry

Movement Type 261

Special Stock

Search Procedure ME0001

Field Entry

Movement Type 543

Special Stock O


Field Entry

Movement Type 544

Special Stock O


Field Entry

Movement Type 545

Special Stock O


3. Choose Save.

ResultYou have allocated the inventory management search procedure.

3.4.2 Classify Batches Within Goods Movement

UseIn this activity, you make the settings required for maintaining the batch master record when creating batches, and for assigning batch characteristic values in inventory management.


Transaction Code OMCV



IMG Menu Logistics - General Batch Management Batch Valuation Valuation for Goods Movement in Inventory Management Activate Batch Classification for Goods Movements in IM

2. Then change the following entries.

Field Entry

MvT 101

CB 3

Ext.Class. X

Field Entry

MvT 301

CB 3

Ext.Class.

Field Entry

MvT 309

CB 4

Ext.Class.

Field Entry

MvT 501

CB 3

Ext.Class. X

Field Entry

MvT 561

CB 4

Ext.Class. X

3. Choose Save.

ResultYou have defined the rules for classifying batches within goods movements.

3.5 Setting up Batch Search for PP

3.5.1 Assign Search Procedure to Production Order

UseTo assign batch search procedure for production order.



Procedure1. Run the following activity:

Transaction Code OPL8

IMG Menu Logistics - General Batch Management Batch Determination and Batch Check Batch Search Procedure Allocation and Check Activation Assign Search Procedures to Production and Activate Check Assign Search Procedure to Production Order and Activate Check

2. Scroll down and select the entry:

Field Value

Plant BP01

Order Type PP01

3. Choose Details button from the application toolbar and select Planning tab.

4. Scroll down to the section Batch Determination.

5. In the field of search procedure, enter the value CO0001.

6. Choose “Save” button.

ResultBatch search procedure is assigned for production order.

3.5.2 Assign Search Procedure to Process Order

UseTo assign batch search procedure for process order.

Procedure1. Run the following activity:

Transaction Code CORC

IMG Menu Logistics - General Batch Management Batch Determination and Batch Check Batch Search Procedure Allocation and Check Activation Assign Search Procedures to Production and Activate Check Assign Search Procedure to Process Order and Activate Check

2. Scroll down and select the entry:

Field Value

Plant BP01



Field Value

Order Type PI01

3. In the field of search, enter the value CO0001.

4. Choose “Save” button.

ResultBatch search procedure is assigned for process order.

3.6 Setting up General for Batch Search

3.6.1 Create Sort Sequence for Batches

UseThe purpose of this activity is to create sort sequences for batches. With the help of sort rules, which you define according to specific criteria, that is, using the characteristics according to which batches are sorted.As a rule, all characteristics (this applies to standard characteristics as well as to user-defined characteristics) you want to use for selection must also be contained in the batch class.


Transaction Code CU70

SAP R/3 Standard Menu Logistics Central functions Batch Management Batch Determination Selection and Sort Sort rule Create

The sort sequence tells you whether objects in the search result of the find object function are sorted in ascending or descending order of characteristic values.

Field Entry

Sort Sequence TUBE

2. Choose Enter.

3. Write the characteristic for the sort sequence of TUBE, i.e. Sort for Tubes

4. Choose Enter.

5. Choose Characteristic on the left-hand side of the screen and enter the following data in the characteristic tables:

Field Entry

Characteristic LENGTH_PER_PIECE_C

CERTIFICATION

ORIGIN

6. Choose Enter.

7. The sort sequence of TUBE is created.

Field Entry



Sort Sequence T-BAR

8. Choose Enter.

9. Enter characteristic for the sort sequence of T-BAR, i.e. sort for bars

10. Choose Enter.

11. Choose Characteristic on the left-hand side of the screen and enter the following data into the characteristic tables:

Field Entry

Characteristic LENGTH_PER_PIECE_C

CERTIFICATION

ORIGIN

WEIGHT_PER_PIECE_C

12. Choose Enter.

13. You have created the sort sequence of T-BAR.

Field Entry

Sort Sequence Plate

14. Choose Enter.

15. Enter the characteristic for the sort sequence of PLATE, i.e. sort of plates

16. Choose Enter.

17. Choose Characteristic on the left-hand side of the screen and write the following information into the characteristic tables:

Field Entry

Characteristic FORM_C

LENGTH_C

WIDTH_C

LENGTH_C2

WIDTH_C2

LENGTH_C3

WIDTH_C3

ORIGIN

PLATE_NO

WEIGHT_PER_PIECE_C

18. Choose Enter.

19. The sort sequence of PLATE has been created.



Field Entry

Sort Sequence T-COIL

20. Choose Enter.

21. Write the characteristic for the sort sequence of T-COIL i.e. Sort for coils.

22. Choose Enter.

23. Choose Characteristic on the left-hand side of the screen and write the following information into the characteristic tables:

Field Entry

Characteristic THICKNESS_C

WIDTH_C

LENGTH_C

ORIGIN

WEIGHT_PER_PIECE_C

24. Choose Enter.

25. The sort sequence of COIL has been created.

Field Entry

Sort Sequence TINPLATE

26. Choose Enter.

27. Write the characteristic for the sort sequence of TINPLATE, i.e. Sort for tinplate

28. Choose Enter.

29. Choose Characteristic on the left side of the screen and enter the following data into the characteristic tables:

Field Entry

Characteristic WIDTH_C

LENGTH_C

THICKNESS_C

CERTIFICATION

CUST_NO

30. Choose Enter.

31. The sort sequence of TINPLATE has been created.

Field Entry

Sort Sequence COIL

32. Choose Enter.

33. Write the characteristic for the sort sequence of COIL, i.e. Sort for tinplates (Coil)

34. Choose Enter.

35. Choose Characteristic on the left-hand side of the screen and the following information into the characteristic tables:



Field Entry

Characteristic WIDTH_C

THICKNESS_C

weight_per_piece_C

CUST_NO

LENGTH_C3

36. Choose Enter

37. The sort sequence of COIL has been created.

Field Entry

Sort Sequence SLAB

38. Choose Enter.

39. Enter the characteristic for the sort sequence of SLAB, i.e. Sort for tinplates (Slab)

40. Choose Enter.

41. Click on the Characteristic button on the left-hand side of the screen and write the following information into the characteristic tables:

Field Entry

Characteristic Thickness_c

width_c

length_c

weight_per_piece_C

CUST_NO

42. Choose Enter.

43. You have created the sort sequence of SLAB.


ResultYou have created the sort sequences.

3.6.2 Create Batch Search Strategy for SD Part 1

UseThe purpose of this activity is to create a batch search strategy with key Pricing material.


Transaction Code VCH1

SAP R/3 Standard Menu Logistics Central functions Batch Management Batch



Determination Batch Search Strategy For Sales and Distribution Create

2. Enter the following information:

Field Entry

Strategy type YM01

3. Choose Enter

4. Select:

Field Entry

Key Combination Pricing Material

5. On the screen Create Pricing Material (YM01): Fast Entry, enter the following data:

Field name Description R/O/C User action and values Comment

Material R < Your material >

No. of batch splits

O E.g. 999 Number of batch splits can be changed.

Changes allowed

O

Dialog Batch Determin.

O Select Item

Display UOM

O B Display in unit of entry for document

Quantity Proposal

R This field is set automatically from field material.

Over delivery allowed

O Select Item

Selection Type

R No entry Immediate selection according to selection criteria

Selection R This field is set automatically after entering the selection criteria.

Sort seq. R This field is set automatically after entering sort rule.

Deletion Indicator

This field is set automatically when you delete the entry.

6. Choose Selection Criteria.

7. On the screen Create Pricing Material (YM01): Classification enter the following data:




Class R < Your class >

R Next screen

8. Choose Sort.

9. On the screen Create Pricing Material (YM01): Sort Rule, enter the following data:


Sort Rule R < your sort rule >

R Next back

For the building block M01 (Master Data) the following entries should be maintained:

Material Class Sort Rule

PLATE PLATE PLATE

TUBE TUBE TUBE

BAR T-BAR T-BAR

COIL T-COIL T-COIL

TINPLATE TINPLATE TINPLATE

TP-COIL COIL COIL

TP-SLAB SLAB SLAB

TINPLATE-PI TINPLATE TINPLATE

TP-COIL-PI COIL COIL

TP-SLAB-PI SLAB SLAB

TINPLATE-C TINPLATE TINPLATE

TP-COIL-C COIL COIL

TP-SLAB-C SLAB SLAB

TINPLATE-89 TINPLATE TINPLATE







3.6.3 Create Batch Search Strategy for SD Part 2

UseThe purpose of this activity is to create a batch search strategy with Material key.


Transaction Code VCH1

SAP R/3 Standard Menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Sales and Distribution Create

2. Enter the following information:

Field Entry

Strategy type YM01

3. Choose Enter.

4. Select:

Field Entry

Key Combination Material

5. On the screen Create Pricing Material (YM01): Fast Entry, enter the following data:

Field name R/O/C User action and values

Comment

Material R < Your material >

No. of batch splits O E.g. 99 Number of batch splits can be changed.

Changes allowed O Select Item

Dialog Batch Determin.

O Select Item

Display UOM O B Display in unit of entry for document

Quantity Proposal R 1 Overwrite setting.

Over delivery allowed O Select Item

Selection Type R No entry Immediate selection according to selection criteria

Selection R This field is set automatically after entering the selection criteria.

Sort seq. R This field is set automatically after entering sort rule.

Deletion Indicator This field is set automatically when you delete the entry.

6. Choose Selection Criteria.

7. On the screen Create Pricing Material (YM01): Classification, enter the following data:




Class R < Your class >

R Button “next screen”

8. Choose Sort.

9. On the screen Create Pricing Material (YM01): Sort Rule, enter the following data:


Sort Rule R < Your sort rule >

R Button “next back”

For the Building Block M01 (Master Data) the following entries should be maintained:

Material Class Sort Rule

PLATE PLATE PLATE

TUBE TUBE TUBE

BAR T-BAR T-BAR

COIL T-COIL T-COIL

TINPLATE TINPLATE TINPLATE

TP-COIL COIL COIL

TP-SLAB SLAB SLAB

TINPLATE-PI TINPLATE TINPLATE

TP-COIL-PI COIL COIL

TP-SLAB-PI SLAB SLAB

TINPLATE-C TINPLATE TINPLATE

TP-COIL-C COIL COIL

TP-SLAB-C SLAB SLAB








3.6.4 Create Customer Exit for Classify Batches

UseThe purpose of this activity is to create customer exits for classifying batches. This procedure is used when material is posted from the production order to customer special stock. The values defined in the configuration of the production order (they come from a sales order in the case of make-to-order or from the material variant in the case of make-to-stock) should be proposed from the production order when the goods receipt is issued, if corresponding values exist in the batch class.

When you have a goods receipt with reference to a purchase order, the values defined in the configuration of the purchase order, (they come from the sales order in case of third party or bought-in item or from the material variant) should be proposed from the purchase order at the time of goods receipt, if corresponding values exist in the batch class.

When you have a goods receipt without reference (movement type 561 or 501) the values defined in the configuration of the material variant should be proposed from material variant at the time of goods receipt, if corresponding values exist in the batch class.

The following cases exist:

Goods receipt for the purchase order

In the 'non-direct' sales scenario, the configuration is copied from the sales order to the purchase order. Certain characteristics, which are batch-relevant, should be proposed as default values at the time of goods receipt.

Goods receipt in all other cases

The characteristics should be copied from the material variant.

Goods receipt for the production order

The customer requirements are described in the sales order. This configuration is also available in the production order header. Certain characteristics, which are also batch-relevant, should be proposed as default values at the time of goods receipt.

Procedure

When you create and activate this user exit, the system will prompt you to assign a change request. Enter the development class you are using (e.g. ZMET) or choose Local object to save it locally. This assignment allows you to transport the project and its components into a productive system once you have completed project a name that indicates the type of functions it contains and that shows, which transactions are affected. It may be useful to agree upon a company-wide naming convention for enhancement projects.

1. To access the transaction, choose:

SAP R/3 Standard Menu SAP Menu Tools ABAP/4 Workbench Utilities Enhancements Project Management

Transaction Code CMOD

2. On the screen Project Management of SAP Enhancements, you need to enter the name of the project. We suggest you use the following naming convention for the project:

Project Name Project Functionality Enhancement Customer Exits file



Z02B0501 Classify Batches SAPLV1ZN EXIT_SAPLV01Z_014

Generally, you give your project a name that indicates the type of functions it contains and that shows which transactions are affected. It may be useful to agree upon a company-wide naming convention for enhancement projects.

3. After you have specified the name (Z02B0501) for your new project, choose Create.

4. On the screen Attributes of Enhancement for Project, describe the function of the project by providing a short descriptive text, e.g. Classify Batches.

5. Choose Save.

6. The system then prompts you to assign a change request. Enter the development class (e.g. ZMET) or choose Local object to save it locally.

7. Choose Enhancement assignments from the application toolbar. Here you specify which SAP enhancement packages you want to include in your project by choosing enhancements.

8. Enter the names of the enhancement, in this case SAPLV1ZN. You can also select the enhancement by pressing F4. Please refer to the table mentioned in step 2.

9. Choose Save.

10. Return to the main screen of the Project Management transaction and select Components from the sub-objects and choose Display. Make sure that the name of the project is the same, for example, Classify Batches.

11. On the Display Z02B0501 screen, double-click on the function exit: “EXIT_SAPLV01Z_014”. On the next screen, under the tab Source code, scroll down to bottom of the screen and double-click on the row: Include “ ZXVBZU10”

If the Create object dialog box appears , confirm the message: Do you want to create the object?

12. Choose Yes and in the Create Object Directory Entry dialog box, choose a development class or save as a local object.

13. The View ABAP Editor: Change Include ZXVBZU10 screen appears.

14. From the menu, choose Utilities More utilities Upload/Download Upload

15. Select the file CMOD_P005_M05.TXT from the folder or browse for the right file. This will attach the add-on functionality (Classify Batches) to the exit in your project.

16. Choose Save and Choose Activate.

17. Choose Back three times to return the Project Management screen

18. Choose Activate project pushbutton from the application toolbar.

19. Within this program, programs ZM_CONFIG_PUR_ORD, ZM_CONFIG_PROD_ORD and ZM_CONFIG_PROD_ORD are called, which also need to be created using SE38.




SAP R/3 SAP Menu Tools Tools ABAP Workbench Development ABAP Editor

Transaction Code SE38

2. Choose Create, after you have specified the name (ZM_CONFIG_PUR_ORD) of your new Program.

3. On the Program Attributes screen, describe the function of the program by providing a short descriptive text e.g. Read Configuration PO

4. Choose Executable program for Type, customer production Program for Status and Materials Management for Application

5. Choose Save.


7. The screen View ABAP Editor: Change Report (ZM_CONFIG_PUR_ORD) appears.


9. Select the file CMOD_P006_M05.TXT, from the folder or browse for the right file.

10. Choose Save.

11. Choose Activate.

12. Choose Back.




2. After you have specified the name (ZM_CONFIG_PROD_ORD) for your new program, choose Create.

3. On the Program Attributes screen, describe the function of the program by providing a short descriptive text, for example, Read Configuration Production Order


5. Choose Save.


7. The screen View ABAP Editor: Change Report (ZM_CONFIG_PROD_ORD) appears.


9. Select the file CMOD_P007_M05.TXT, from the folder or browse for the right file.

10. Choose Save.

11. Choose Activate.

12. Choose Back.






2. After you have specified the name (ZM_CONFIG_MATERIAL) to your new Program, choose Create.

3. On the Program Attributes screen, describe the function of the program by providing a short descriptive text, for example, Read Configuration Material Variant


5. Choose Save.


7. The screen View ABAP Editor: Change Report (ZM_CONFIG_MATERIAL) appears.


9. Select the file CMOD_P008_M05.TXT from the folder or browse for the right file.

10. Choose Save.

11. Choose Save.

12. Choose Back.

ResultThe Customer exit SAPLV1ZN for the goods receipt with reference is active.

UseThe enhancement MBCFC004 contains a function module that is called up at the time of a goods movement for a batch to be specified. Please refer to the relevant IMG documentation. You can assign values to user-defined characteristics of a batch in the background. The system enables you to assign values only to those characteristics of the class

That are no object characteristics of the batch itself

For which characteristic value assignment is not carried out through material specification of QM.

The interface is described in the component EXIT_SAPMM07M_004.

Procedure1. To access the transaction, choose:

SAP R/3 SAP Menu Tools ABAP/4 Workbench Utilities Enhancements Project Management

Transaction Code CMOD

2. On the Project Management of SAP Enhancements screen, you need to enter the name of the project, we suggest you use the following naming convention for the project:



Project Name Project Functionality Enhancement Customer Exits file

Z02B0502 Maintenance of batch specifications for goods movements

MBCFC004 EXIT_SAPMM07M_004

3. After you have specified the name (Z02B0502) for your new project, choose Create.

4. On the Attributes of Enhancement for Project screen, describe the function of the project by providing a short descriptive text, for example, Batch specification for Goods movements.

5. Choose Save.


7. Choose the Enhancement assignments pushbutton from the application toolbar. Here you specify which SAP enhancement packages you want to include in your project by choosing enhancements.

8. Enter the names of the enhancement, in this case MBCFC004. You can also select the enhancement by choosing F4. Please refer to the table mentioned in step 2.

9. Choose Save.

10. Return to the main screen of the Project Management transaction and select Components from the sub-objects and choose Display. Make sure that the name of the project is the same, for example, Batch specification for Goods movements.

11. On the Display Z02B0502 screen, double-click on the function exit: “EXIT_SAPMM07M_004”. On the next screen under the Source code tab page, scroll down to bottom of the screen and double-click on the row: Include “ZXMBCU04”

If the dialog box Create object appears , confirm the message: Do you want to create the object?

12. Choose Yes in the Create Object Directory Entry dialog box, and choose a development class or save as local object.

13. The screen View ABAP Editor: Change Include ZXMBCU04 appears.

14. From menu, choose Utilities More utilities Upload/Download Upload

15. Select the file CMOD_P009_M05.TXT from the folder or browse for the right file. This will attach the add-on functionality (Classify Batches) to the exit in your project

16. Choose Save and Choose Activate.

17. Choose Back three times to return the Project Management screen

18. Click on the Activate project pushbutton from the application toolbar.

Within this program, programs ZM_CONFIG_PUR_ORD, ZM_CONFIG_PROD_ORD and ZM_CONFIG_MATERIAL are called, which are same with programs used in ZXVBZU10( we have created them in previous steps ).

ResultYou have activated the customer exit MBCFC004 for batch specification in goods movements.


Batch Management Document

Documents

building block

resultbatch

distribution

distribution

wide naming

short descriptive

sales document

distribution