117 batch management bpd new

EHP7 for SAP ERP 6.0

September 2013

English

Batch Management (117)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices Batch Management: (117): BPD

Copyright© 2013 SAP AG or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

National product specifications may vary.

These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.

© SAP AG of 23


Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options.

Cross-references to other documentation.

Example text

Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT

Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text

Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXTKeys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text

Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text>

Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

© SAP AG of 23


ContentsBatch Management.............................................................................................................................. 5

Purpose............................................................................................................................................... 5

Prerequisites........................................................................................................................................ 5

Master Data and Organizational Data..............................................................................................5

Business Conditions......................................................................................................................... 6

Preliminary Steps............................................................................................................................. 7

Roles.............................................................................................................................................. 10

Process Overview Table....................................................................................................................12

Process Steps.................................................................................................................................... 13

Maintain Batch Master Record.......................................................................................................13

Batch Information Cockpit..............................................................................................................15

Appendix............................................................................................................................................ 21

Reversal of Process Steps.............................................................................................................21

SAP ERP Reports.......................................................................................................................... 21

Frequently Asked Questions..............................................................................................................

24

© SAP AG of 23


Batch Management

PurposeIf materials are handled in batches, it may be necessary to change batch master data or to find out where a batch was used, for example, to perform a batch recall or report to government.

Prerequisites

Master Data and Organizational DataSAP Best Practices Standard Values

Essential master and organizational data were created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits their operational focus. For example, master data for materials, vendors, and customers.

These master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scenario.

Additional Master Data (Default Values)

You can test the scenario with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

Master / Org. data

Value Master / Org. data details Comments

Material H22 Trading Good for Reg. Trading (reorder point planning), batch controlled (FIFO strategy)

Only use if you have activated the building blocks Batch Management (117) or Serial Number Management (126).

See sections Business Conditions and Preliminary Steps.

Material H21 Trading Good for Reg. Trading (reorder point planning), batch controlled

Only use if you have activated the building blocks Batch Management (117) or Serial Number Management

© SAP AG of 23


Master / Org. data

Value Master / Org. data details Comments

(Exp. Date) (126).


Material F29 Finished Good MTS for Process Industry (PD planning)

Only use if you have activated the building blocks Batch Management (117) and Make to Stock Production – Process Industry (146)


Material F126 Finished Good MTS for Discrete Industry (PD planning)

Only use if you have activated the building blocks Batch Management (117) and Make to Stock Production – Discrete Industry (145) with batch management


Material R09, R19, R30, R122

Raw materials for Procurement to Stock

Only use if you have activated the building blocks Batch Management (117) and Procurement to Stock (130)


Business ConditionsThe business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scenario:

Business condition Scenario

To run through this scenario, the materials must be available in stock and the batch master record must be created.

See Preliminary Steps to create initial stock.

If you use finished goods (FERT) you can either:

run through the Make-to-Stock Production - Discrete Industry (145) process (for material F126) / the Make-to-Stock Production - Process Industry (146) process (for material F29) or

create stock using transaction MIGO (for details see section Preliminary Steps).

Make-to-Stock Production - Discrete Industry (145) (material F126)Make-to-Stock Production - Process Industry (146) (material F29)

If you use trading materials or raw materials, you can either:

run through the Procurement to Stock (130) process or

Procurement to Stock (130)

© SAP AG of 23


Business condition Scenario

create stock using transaction MIGO (for details see section Preliminary Steps).

Preliminary StepsTo run through this scenario, the materials must be available in stock. Use transaction MIGO to create the required data.

UseThe purpose of this activity is to post initial stock for materials in case there is not sufficient material on stock.

Procedure1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu

Logistics → Materials Management → Inventory Management → Goods Movement → Goods Movement (MIGO)

Transaction code

MIGO

© SAP AG of 23


2. On the initial screen, ensure that in the top left hand corner of the screen, the first field shows Goods Receipt and the second field shows Other. In the field in the top right hand corner, enter movement type 561 and choose Enter.

3. On the Goods Receipt Other - <user> screen, make the following entries and choose Enter.

Field name

Description User action and values

Comment

Material tab

Material H21 Enter a material number for a batch- controlled material; any material number can be used.

Quantity tab

Amount <Enter amount>

Where tab

Plant #1000

Storage location

1050

© SAP AG of 23


4. On the Batch tab, enter the external batch number or leave empty for internal number assignment.

5. If required, enter the date of production (for example, current date) and choose Enter:

Entry is only required for materials that are controlled according to an expiration date strategy.

6. If material is serialized: On the Serial Numbers tab, enter the serial number. If the serial number is unknown, search one by the Find icon or create new ones.

7. Choose Item OK and Post.

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu

Warehouse Management → Consumption and Transfers → Other Goods Movement

© SAP AG of 23


1. Choose Goods Receipt Other.

2. On the Enter Other Goods Receipts: Initial Screen, make the following entries and choose Enter.

Field name Description User action and values Comment

Movement Type 561

Plant #1000

Storage Location 1050

3. On the Enter Other Goods Receipts: New Item screen, make the following entries and choose Enter.

Field name

Description User action and values Comment

Material <Enter a batch controlled material>

Choose H21 for FIFO or H22 for Expiration Date.

Quantity <Enter a quantity>

4. Confirm the Automatic batch number allocation dialog box with YES.

5. If required, enter the date of production, for example, current date; then choose Enter:

Entry required only for materials that are controlled according to expiration date strategy.

6. To reverse the posting, repeat the steps with reversal movement

7. If material is serialized: On the Serial Numbers tab, enter serial number. If serial number is unknown, search one by the Find icon or create new ones.

8. Choose Back and Save.

To reverse the posting, repeat the steps with reversal movement type 562. Alternatively, cancel material document with transaction MBST.

ResultYou have posted a material to stock and created a batch record.

Roles

UseThe following roles must have been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.

Prerequisites

© SAP AG of 23


The business roles have been assigned to the user who is testing this scenario.

Business role Technical name Process step

Employee (Professional User)

SAP_NBPR_EMPLOYEE_S Assignment of this role is necessary for basic functionality.

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK_S Posting the Goods Issue

Posting the Goods Receipt

Warehouse Manager

SAP_NBPR_WAREHOUSEMANAGER_M Change Batch Master Record

Use Batch Management Cockpit

© SAP AG of 23


Process Overview Table

Process Step

External Process Reference

Business Condition

Business Role

Trans-action Code

Expected Results

Maintain Batch Master Record

Warehouse Manager

MSC2N

Batch Information Cockpit

Information needed where batch was sold and bought

Warehouse Manager

BMBC Where-used-lists, batch master data

© SAP AG of 23


Process Steps


UseManual adjustment is needed for batch master data.



SAP ECC menu Logistics → Central Functions → Batch Management → Batch → Change

Transaction code

MSC2N


Business role Warehouse Manager

(SAP_NBPR_WAREHOUSEMANAGER_M)

Business role menu Warehouse Management → Batch → Change Batch

© SAP AG of 23


2. On the Change Batch screen, make the following entries and choose Enter:

Field name

Description User action and values Comment

Material Material number

Enter material number, for example, H21

Batch Batch number Enter batch number Or search for batch number with input help.

3. Choose the Basic Data 1 tab. Various settings can be changed (for example, the batch status, date of Manufacture, shelf life, or expiration date).

© SAP AG of 23


4. Choose the Basic Data 2 tab to change the batch description.

5. Choose the Classification tab to set classification status or maintain class characteristics.

6. Choose the Material data tab to view shelf life data and material classification if applicable.

7. Choose the Changes tab to get an overview of batch master changes. Choose Display Changed Values to display changes in bottom view.

ResultThe batch is maintained.

Batch Information Cockpit

UseWhen materials are handled in batches sometime there is a need to know where the batches were used. Use bottom-up batch search directed to customers or top-down batch search directed to vendors.



SAP ECC menu Logistics → Central Functions → Batch Management → Batch Information Cockpit

Transaction BMBC

© SAP AG of 23


code


Business role Warehouse Manager

(SAP_NBPR_WAREHOUSEMANAGER_M)

Business role menu Warehouse Management → Batch → Batch Information Cockpit

2. On the Batch Information Cockpit screen, enter material, for example, H21 and choose Execute.

© SAP AG of 23


3. On the left hand side of the screen, in the Selection result for Batches list, expand the tree and right-click the batch and choose Expand Subtree.

© SAP AG of 23


4. Right-click the batch and choose Display Batch. On the right hand side of the screen the batch master data is shown.

5. On the left hand side of the screen, in the Selection result for Batches list, right-click the batch and choose Usage (top-down). On the right hand side of the screen a batch list appears. Top-down means that the chosen batch was the last batch and all other shown batches were predecessors.

© SAP AG of 23


6. On the left hand side of the screen, in the Selection result for Batches list, right-click the batch and choose Usage (bottom-up). As a result, a batch list appears on the right side of the screen. Bottom-up means that the chosen batch was the first batch and all other shown batches were successors.

7. On the right hand side of the screen, select a batch number from the batch list. From this batch the following options are available:

Button Action

Top-Down Top-Down starts a new top-down batch list from selected batch

Bottom-Up Bottom-Up starts a new bottom-up batch list from selected batch

Documents Documents show a material documents linked to selected batch

Inspection lots

Inspection lots show all inspection lots with usage decisions linked to selected batch.

Back Back moves one level back, for example, from second list back to first list.

ResultDifferent batch information is shown, such as the batch master data, the where-used-lists, material documents, and inspection lots.

© SAP AG of 23


Appendix

Reversal of Process StepsIn the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document.


Transaction code ( SAP GUI)

MSC2N

Reversal: Change Batch Master Record

Transaction code (SAP GUI)

MSC2N

Business role Engineering Specialist (SAP_NBPR_ENGINEER_S)

Business role menu Engineering Batch Management Change Batch

Business role Warehouse Manager (SAP_NBPR_WAREHOUSEMANAGER_M)

Business role menu Warehouse Management Batch Change Batch

Comment Correct previous entries.

SAP ERP Reports

UseThe table below lists the most frequently used reports that help you to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:

Financial Accounting: SAP ERP Reports for Accounting (221)

Logistics Processes: SAP ERP Reports for Logistics (222)

Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.

© SAP AG of 23


ReportsReport title Transaction

codeComment

Batch Analysis MCBR A list with summarized data

Integrity check for Batch Classification

BMCC Shows whether batch classification is maintained consistently for the selected materials

Expiration Date List MB5M Shows batches whose expiration date has been passed / the remaining shelf life is shorter than the selected period

T. Code: MCBR

© SAP AG of 23


Frequently Asked QuestionsQuestions Answers

Can I delete batch records? Yes, if you have run the archiving process.

Is it possible to change batch management for a material

Yes, if you have not yet posted any inventory for this material.

Is it possible to change batch class for a material, with existing batches?

Yes. Refer to SAP online documentation for how to execute the process.

© SAP AG of 23

117 batch management bpd new

Documents

sap products

sap group products

express permission of

example textkeys

sap affiliate company

report names

example textemphasized

affiliated companies