Batch Management Scenario

EHP6 for SAP ERP 6.0 March 2012 English

Batch Management (117) Business Process Documentation

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

Batch Management: (117): BPD

Copyright © 2012 SAP AG. All rights reserved. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, 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. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company. Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. 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.

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Batch Management: (117): BPD

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F2)

or the

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Batch Management: (117): BPD

Contents 1

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

2

Prerequisites.......................................................................................................................... 5 2.1

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

2.2

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

2.3

Roles............................................................................................................................... 7

2.4

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

3

Process Overview Table......................................................................................................... 9

4

Process Steps...................................................................................................................... 10

5

4.1

Maintaining Batch Master Record.................................................................................10

4.2

Batch Information Cockpit.............................................................................................. 11

Appendix.............................................................................................................................. 12 5.1

Reversal of Process Steps............................................................................................ 12

5.2

SAP ERP Reports......................................................................................................... 12

5.3

Frequently Asked Questions..........................................................................................13

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Batch Management: (117): BPD

Batch Management 1 Purpose Document The purpose of this document is to explain the business process of Batch Management in detail. The target group for this document is a company’s logistics personnel.

Scenario If materials were handled in batches, it might be necessary to change the batch master data, or to find out where a batch was used (for example, to perform a batch recall or report to government).

2 Prerequisites 2.1 Master Data and Organizational Data SAP Best Practices Standard Values Essential master and organizational data were created in your ERP system during the implementation phase, such as the data that reflect the organizational structure of your company and master data that suit their operational focus, for example, master data for materials, vendors, and customers. This 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).

Trading Good for Reg.

Only use if you have activated the

Material

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H21

See sections Business Conditions and Preliminary Steps.

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Master / Org. data

Value

Batch Management: (117): BPD

Master / Org. data details

Comments

Trading (reorder point planning), batch controlled (Exp. Date)

building blocks Batch Management (117) or Serial Number Management (126). See sections Business Conditions and Preliminary Steps.

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) See sections Business Conditions and Preliminary Steps.

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 See sections Business Conditions and Preliminary Steps.

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) See sections Business Conditions and Preliminary Steps.

2.2 Business Conditions The business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. Consequently, you must have completed the following processes and fulfilled the following business conditions before you are able to 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 have been created.

See Preliminary Steps to create initial stock.

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

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



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 chapter Preliminary Steps).

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

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Procurement without QM (130)

Run through the Procurement without QM (130) process, or

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Batch Management: (117): BPD

Business condition 

Scenario

Create stock using transaction MIGO (for details see chapter Preliminary Steps).

2.3 Roles Use The following roles must have been installed in order 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. Instead, use the standard SAP GUI.

Prerequisites 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_ Change Batch Master Record M Use Batch Management Cockpit

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

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

Procedure 1. 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

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 - screen, make the following entries and choose Enter. Field name

Description

User action and values

Comment

Material tab

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Field name

Batch Management: (117): BPD

Description

User action and values

Comment

H21

Enter a material number for a batchcontrolled material; any material number can be used.

page Material

Quantity tab page

Amount Where tab page Plant

1000

Storage Location

1050

4. On the Batch tab page, enter external batch number or leave empty for internal number assignment. 5. If required, enter the date of manufacture, then choose Enter:

Production date entry is only required for materials that are controlled according to expiration date strategy. 6. If the material is serialized: On the Serial Numbers tab page, enter the serial number. If the serial number is unknown, search for it by using the Find icon, or create a new one if none exists. 7. Under Header Data area, select Excise Invoice tab and select 06 No Excise Entry. 8. Choose Item OK and then 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 Transfer Other Goods Movement

1. On the Initial screen, make the following entries and choose Enter. Field name

Description

User action and values

No Field name (first field in the main screen area)

Goods Receipt

No Field name (second field in the main screen area)

Other

Movement Type

561

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Comment

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Batch Management: (117): BPD

2. On the Goods Receipt Other screen, make the following entries and choose Enter. Field name

Description

User action and values

Comment

Material

In Material tab page



Choose H21for FIFO or H22for Expiration Date.

Quantity

In Quantity tab page



Plant

In Where tab page

1000

Storage Location

In Where tab page

1050

3. Confirm the Automatic batch number allocation dialog box with by choosing YES if necessary. 4. If required, enter the date of production, then choose Post.

Production date entry is only required for materials that are controlled according to expiration date strategy. 5. To reverse the posting, repeat the steps using the reversal movement type 562. 6. If the material is serialized: On the Serial Numbers tab page, enter serial number. If the serial number is unknown, search for it by using the Find icon, or create a new one if none exists. 7. Under Header Data area, select Excise Invoice tab and select 06 No Excise Entry. 8. Choose Back and Post.

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

Result You have posted a material to stock and created a batch record.

3

Process Overview Table Process Step

External Process Referenc e

Business Condition

Maintain Batch Master Record Batch Information Cockpit

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Information needed where batch was sold and bought

Business Role

Transact ion Code

Warehouse Manager

MSC2N

Warehouse Manager

BMBC

Expected Results

Where-usedlists, batch master data

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4 Process Steps 4.1 Maintaining Batch Master Record Use Manual adjustment is needed for batch master data.

Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu

Logistics  Central Functions  Batch Management  Batch  Change

Transaction code

MSC2N

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

Warehouse Manager (SAP_NBPR_WAREHOUSEMANAGER_M)

Business role menu

Warehouse Management  Batch  Change Batch

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

Description

User action and values

Material

Material number

Enter material number, for example, H21

Batch

Batch number

Enter batch number

Comment

Or search for the batch number using the input help.

3. Choose the Basic data 1 tab page to change, for example, the batch status, Date of Manufacture, shelf life or expiration date. 4. Choose Basic data 2 tab page to change the batch description. 5. Choose the Classification tab page to set the classification status or to maintain class characteristics. 6. Choose the Material data tab page to display shelf life data and materials classification. 7. Choose the Changes tab page to get an overview of the batch master changes. Choose Display Changed Values to display changes in the bottom view. 8. Choose Save. Choose Back to return to the SAP Easy Access screen (SAP GUI) Or Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).

Result The batch is maintained.

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Batch Management: (117): BPD

4.2 Batch Information Cockpit Use When materials are handled in batches, there is sometimes a need to know where the batches were used. Use the bottom-up batch search directed at customers or top-down batch search directed at vendors.

Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu

Logistics  Central Functions  Batch Management  Batch Information Cockpit

Transaction code

BMBC

Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role 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 the material, for example, H21 and choose Execute. 3. On the left hand side of the screen, in the Selection Result for Batches list, open the context menu Expand subtree than select the the relevant batch with the right mouse button. Choose the menu Display batch. On the right hand side of the screen, the batch master data will now be displayed. 4. On the left hand side of the screen, in the Selection Result for Batches list, open the context menu by choosing the relevant batch with the right mouse button. Choose the menu Usage (top-down). On the right hand side of the screen, a batch list will be displayed. The term ‘topdown’ means that the chosen batch was the last batch, and that all other displayed batches were predecessors. 5. On the left hand side of the screen, in the Selection Result for Batches list, open the context menu by choosing the relevant batch with the right mouse button, and then choose Usage (bottom-up). The result is that on the right side of the screen, a batch list is displayed. The term ‘bottom-up’ means that the chosen batch was the original batch, and that all other displayed batches are successors. 6. On the right hand side of the screen, select a batch number from the batch list. From this batch, the following options are available by choosing the corresponding button: Button

Action

Top-Down

Starts a new top-down batch list from the selected batch

Bottom-Up

Starts a new bottom-up batch list from the selected batch

Documents

Shows materials documents linked to the selected batch

Inspection Lots

Show all inspection lots with usage decisions linked to the selected batch.

Back

Moves one level back, for example, from the second list back to the first list.

7. Choose Back to return to the SAP Easy Access screen (SAP GUI) Or

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Batch Management: (117): BPD

Choose Exit (Shift+F3) and confirm the Business client message with Yes to return to SAP Home (SAP NetWeaver Business Client).

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

5 Appendix 5.1 Reversal of Process Steps In the following section, you will find the most common reversal steps, which enable you to reverse some of the activities described previously in this document. Maintain Batch Master Record 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.

5.2 SAP ERP Reports Use The 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.

Reports Report title

Transaction code

Comment

Batch Analysis

MCBR

A list with summarized data

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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

5.3 Frequently Asked Questions Questions

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 the batch class of a material, which has existing batches?

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

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