LO955 Batch Management
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LO955 Batch Management LO955
Release 470 17.12.2004
LO955 Batch Management ....................................................................................................................................... 0-1 Copyright ............................................................................................................................................................... 0-2 Materials Management ...................................................................................................................................... 0-3 Prerequisites....................................................................................................................................................... 0-4 Target Group...................................................................................................................................................... 0-5 Course Overview ................................................................................................................................................... 1-1 Course Goals...................................................................................................................................................... 1-2 Course Objectives.............................................................................................................................................. 1-3 Course Content (1) ............................................................................................................................................ 1-4 Course Content (2) ............................................................................................................................................ 1-5 Course Overview: Diagram (1)......................................................................................................................... 1-6 Course Overview: Overview Diagram (2)........................................................................................................ 1-7 Main Business Scenario .................................................................................................................................... 1-8 Introduction............................................................................................................................................................ 2-1 Introduction: Unit Objectives............................................................................................................................ 2-2 Introduction: Course Overview Diagram (1).................................................................................................... 2-3 Introduction: Overview Diagram (2) ................................................................................................................ 2-4 Business Background ........................................................................................................................................ 2-5 Integration of Batch Management..................................................................................................................... 2-6 Batch Management in Logistics........................................................................................................................ 2-7 Introduction: Unit Summary ............................................................................................................................. 2-8 Master Data............................................................................................................................................................ 3-1 Master Data: Unit Objectives............................................................................................................................ 3-2 Master Data: Course Overview Diagram.......................................................................................................... 3-3 Master Data: Business Scenario........................................................................................................................ 3-4 Business Definition of ....................................................................................................................................... 3-5 The Term ........................................................................................................................................................... 3-6 Master Data Structure........................................................................................................................................ 3-7 Master Data Structure........................................................................................................................................ 3-8 Material Master Record and Batch Master Record .......................................................................................... 3-9 Assignment of Batch Number......................................................................................................................... 3-10 Batch Creation ................................................................................................................................................. 3-11 Master Data: Unit Summary ........................................................................................................................... 3-12 Exercise Data Sheet......................................................................................................................................... 3-13 Master Data Exercises ..................................................................................................................................... 3-16 Master Data Solutions ..................................................................................................................................... 3-18 Batch Levels .......................................................................................................................................................... 4-1 Batch Levels: Unit Objectives .......................................................................................................................... 4-2 Batch Levels: Course Overview Diagram ........................................................................................................ 4-3 Batch Levels: Business Scenario ..................................................................................................................... 4-4 Batch Unique per Material Number and Plant.................................................................................................. 4-5
Batch Unique per Material Number.................................................................................................................. 4-6 Batch Unique per Client and Material Number................................................................................................ 4-7 Customizing....................................................................................................................................................... 4-8 Procedure Following a Change in the Batch Level .......................................................................................... 4-9 Batch Levels: Summary .................................................................................................................................. 4-10 Batch Specification................................................................................................................................................ 5-1 Batch Specification: Unit Objectives................................................................................................................ 5-2 Batch Specification: Course Overview Diagram.............................................................................................. 5-3 Batch Specification: Business Scenario............................................................................................................ 5-4 Integration.......................................................................................................................................................... 5-5 Batch Classification........................................................................................................................................... 5-6 Characteristic Inheritance.................................................................................................................................. 5-7 Batch Classification and Characteristic Inheritance......................................................................................... 5-8 Maintaining Master Data I ................................................................................................................................ 5-9 Maintaining Master Data II ............................................................................................................................. 5-10 Customizing: Tips and Tricks ......................................................................................................................... 5-11 Batch Specification: Unit Summary ............................................................................................................... 5-12 Batch Specification Exercises ......................................................................................................................... 5-13 Batch Specification Solutions ......................................................................................................................... 5-17 Batch Status Management ..................................................................................................................................... 6-1 Batch Status Management: Objectives ............................................................................................................. 6-2 Batch Status Mgmt: Course Overview Diagram .............................................................................................. 6-3 Batch Status Management: Business Scenario ................................................................................................ 6-4 Business Background ........................................................................................................................................ 6-5 Integration.......................................................................................................................................................... 6-6 How Batch Status Management Works ............................................................................................................ 6-7 Example ............................................................................................................................................................. 6-8 Tips & Tricks 1.................................................................................................................................................. 6-9 Tips & Tricks 2................................................................................................................................................ 6-10 Batch Status Management: Summary ............................................................................................................. 6-11 Batch Status Management Exercises .............................................................................................................. 6-12 Batch Status Management Solutions.............................................................................................................. 6-14 Availability Check for Batches ............................................................................................................................. 7-1 Availability Check: Unit Objectives ................................................................................................................. 7-2 Availability Check: Overview Diagram ........................................................................................................... 7-3 Availability Check: Business Scenario ............................................................................................................. 7-4 Batch Definition and Availability Check.......................................................................................................... 7-5 Availability Check and Status Management..................................................................................................... 7-6 Availability Check: Summary........................................................................................................................... 7-7 Batch Determination.............................................................................................................................................. 8-1 Batch Determination: Unit Objectives.............................................................................................................. 8-2 Batch Determination: Course Overview Diagram............................................................................................ 8-3
Batch Determination: Business Scenario.......................................................................................................... 8-4 Batch Determination in the Logistics Process .................................................................................................. 8-5 Principal of Batch Determination...................................................................................................................... 8-6 Batch Determination for Goods Movements .................................................................................................... 8-7 Batch Determination in Production................................................................................................................... 8-8 Batch Determination in Sales............................................................................................................................ 8-9 Batch Determination in Sales.......................................................................................................................... 8-10 Batch Determination in Warehouse Management .......................................................................................... 8-11 Batch Determination in Warehouse Management .......................................................................................... 8-12 Batch Determination: Application Master Data ............................................................................................. 8-13 How Customizing and the Applications Are Linked...................................................................................... 8-14 Settings in Customizing................................................................................................................................... 8-15 Condition Technique in Batch Determination ................................................................................................ 8-16 Batch Determination: Unit Summary ............................................................................................................. 8-17 Batch Determination Exercises ....................................................................................................................... 8-18 Batch Determination Solutions ....................................................................................................................... 8-31 Price Determination............................................................................................................................................... 9-1 Price Determination: Objectives ....................................................................................................................... 9-2 Price Determination: Course Overview Diagram............................................................................................. 9-3 Price Determination: Business Scenario ........................................................................................................... 9-4 Functionality...................................................................................................................................................... 9-5 Condition Technique in Pricing for Batches..................................................................................................... 9-6 Display in Billing Document............................................................................................................................. 9-7 Partial Stocks and Their Combinations............................................................................................................. 9-8 Structure of Valuation for a Single Batch......................................................................................................... 9-9 Price Determination: Summary....................................................................................................................... 9-10 Shelf Life Expiration Date .................................................................................................................................. 10-1 Shelf Life Expiration Date: Unit Objectives................................................................................................... 10-2 Shelf Life Expiration Date: Overview Diagram ............................................................................................. 10-3 Shelf Life Expiration Date: Business Scenario............................................................................................... 10-4 Business Background ...................................................................................................................................... 10-5 Integration........................................................................................................................................................ 10-6 Shelf Life Expiration Date Check in Goods Receipt...................................................................................... 10-7 Central Fields in the Purchase Order .............................................................................................................. 10-8 Calculation of the Shelf Life Expiration Date ................................................................................................ 10-9 SLED Check in Batch Determination........................................................................................................... 10-10 Shelf Life Expiration Date: Summary .......................................................................................................... 10-11 Shelf Life Expiration Date Exercises............................................................................................................ 10-12 Shelf Life Expiration Date Solutions ........................................................................................................... 10-15 Batch Where-used List ........................................................................................................................................ 11-1 Batch Where-used List: Objectives................................................................................................................. 11-2 Batch Where-used List: Overview Diagram.................................................................................................. 11-3
Business Scenario............................................................................................................................................ 11-4 Business Background ...................................................................................................................................... 11-5 Batch Tracking over Several Manufacturing Levels ...................................................................................... 11-6 Batch Where-used List for Trading Goods..................................................................................................... 11-7 Batch Where-used List: Summary .................................................................................................................. 11-8 Batch Specification and Quality Management ................................................................................................... 12-1 Batch Specification: Unit Objectives............................................................................................................. 12-2 Batch Specification: Overview Diagram ....................................................................................................... 12-3 Batch Specification: Business Scenario......................................................................................................... 12-4 Quality Management (QM) Inspections in Logistics ..................................................................................... 12-5 Simplified Batch Maintenance with QM ........................................................................................................ 12-6 Creating a Material Specification.................................................................................................................... 12-7 Setting up QM Insp. Data in the Mat. Master Record.................................................................................... 12-8 Transfer of Inspection Results ........................................................................................................................ 12-9 Example: Quality Inspection upon GR from Production ............................................................................. 12-10 Batch Specification: Summary..................................................................................................................... 12-11 Batch Specification and Quality Management Exercises............................................................................. 12-12 Batch Specification and Quality Management Solutions ............................................................................. 12-16 Appendix: Batch Creation in Process Manufacturing ........................................................................................ 13-1 Appendix: Batch Creation: Unit Objectives ................................................................................................... 13-2 Appendix: Batch Creation Overview Diagram............................................................................................... 13-3 Appendix: Batch Creation Business Scenario ................................................................................................ 13-4 Process Flow.................................................................................................................................................... 13-5 Inspection During Production: Master Data ................................................................................................... 13-6 Inspection During Production: Master Recipe................................................................................................ 13-7 Inspection During Production: Material Master ............................................................................................. 13-8 Inspection During Production: Mat. Specification ......................................................................................... 13-9 Master Recipe and Material Specification.................................................................................................... 13-10 Master Recipe and Material Specification.................................................................................................... 13-11 Checks in the Production Process ................................................................................................................. 13-12 Creation of Partial Lots ................................................................................................................................. 13-13 Relationship Between Partial Lots and Batches ........................................................................................... 13-14 Batch Number Assignment ........................................................................................................................... 13-15 Appendix: Batch Creation: Summary ........................................................................................................... 13-16 Optimized Batch Processing ............................................................................................................................... 14-1 Optimized Batch Processing: Unit Objectives................................................................................................ 14-2 Optimized Batch Processing: Overview Diagram.......................................................................................... 14-3 Optimized Batch Processing: Business Scenario ........................................................................................... 14-4 Mass-Processing of Batches............................................................................................................................ 14-5 Batch Information Cockpit: Introduction........................................................................................................ 14-6 Batch Information Cockpit: Screen Layout .................................................................................................... 14-7 Batch Information Cockpit: Navigation Area................................................................................................. 14-8
Batch Information Cockpit: Selection Area.................................................................................................... 14-9 User Settings.................................................................................................................................................. 14-10 Optimized Batch Processing: Summary ....................................................................................................... 14-11 Optimized Batch Processing: Exercises........................................................................................................ 14-12 Optimized Batch Processing: Solutions........................................................................................................ 14-14 Introduction to Batch-specific Units of Measure................................................................................................ 15-1 Batch-Specific Units of Measure: Objectives................................................................................................. 15-2 Batch-specific Material UoMs: Overview Diagram....................................................................................... 15-3 Batch-specific Material UoMs: Business Scenario ........................................................................................ 15-4 Batch-Specific Units of Measure: Differences ............................................................................................... 15-5 Use of Active Ingredients................................................................................................................................ 15-6 Physical Quantity and Active Ingredient Quantity......................................................................................... 15-7 Calculating the Quantity.................................................................................................................................. 15-8 Prices for Active Ingredients........................................................................................................................... 15-9 Planned and Actual Active Ingredient Proportions ...................................................................................... 15-10 Use of Product Units ..................................................................................................................................... 15-11 Batch-Specific Calculation of the Product Quantity .................................................................................... 15-12 Batch-Specific Units of Measure: Summary ................................................................................................ 15-13 Integration of Batch-specific Units of Measure.................................................................................................. 16-1 Integration: Unit Objectives ............................................................................................................................ 16-2 Integration: Overview Diagram ...................................................................................................................... 16-3 Integration: Business Scenario........................................................................................................................ 16-4 Batch Management Requirement as Prerequisite ........................................................................................... 16-5 Batch-specific UoMs as an Attribute of a Batch ............................................................................................ 16-6 Integration of Batch-specific Units of Measure.............................................................................................. 16-7 Batch-specific Units of Measure in Logistics................................................................................................. 16-8 Integration: Summary...................................................................................................................................... 16-9 Data Concept in Active Ingredient Management ............................................................................................... 17-1 Data Concept: Unit Objectives........................................................................................................................ 17-2 Data Concept: Overview Diagram .................................................................................................................. 17-3 Data Concept: Business Scenario.................................................................................................................... 17-4 The Central Unit of Measure for Active Ingredients...................................................................................... 17-5 Relationship Between Units of Measure......................................................................................................... 17-6 Maint. of Units of Measurement in Customizing ........................................................................................... 17-7 Percentage and User-defined Calculation....................................................................................................... 17-8 Linking of Master Data I ................................................................................................................................. 17-9 Linking of Master Data II.............................................................................................................................. 17-10 Active Ingredient Content in the Specification............................................................................................. 17-11 Active Ingredient Characteristic: Special Features....................................................................................... 17-12 Classification Maintenance in the Material Master ...................................................................................... 17-13 Maintaining Units of Measurement in Mat. Master ..................................................................................... 17-14 Activating Active Ingredient Mgmt in Customizing.................................................................................... 17-15
Data Concept: Summary ............................................................................................................................... 17-16 Data Concept in Active Ingredient Management-1 Exercises ..................................................................... 17-17 Data Concept in Active Ingredient Management-2 Exercises ..................................................................... 17-19 Data Concept in Active Ingredient Management-3 Exercises ..................................................................... 17-20 Data Concept in Active Ingredient Management-1 Solutions...................................................................... 17-22 Data Concept in Active Ingredient Management-2 Solutions...................................................................... 17-24 Data Concept in Active Ingredient Management-3 Solutions...................................................................... 17-25 Active Ingredient Prices ...................................................................................................................................... 18-1 Active Ingredient Prices: Unit Objectives ...................................................................................................... 18-2 Active Ingredient Prices: Overview Diagram................................................................................................. 18-3 Active Ingredient Prices: Business Scenario .................................................................................................. 18-4 Standard Price per Active Ingredient .............................................................................................................. 18-5 Valuation of Single Batches Based on Act. Ingredients................................................................................. 18-6 Valuation Based on Several Active Ingredients ............................................................................................. 18-7 Sales Price Based on Active Ingredients ........................................................................................................ 18-8 Active Ingredient Prices: Unit Summary........................................................................................................ 18-9 Active Ingredient Prices Exercises ............................................................................................................... 18-10 Active Ingredient Prices Solutions................................................................................................................ 18-13 Actual and Planned Values of AI Proportions.................................................................................................... 19-1 Actual and Planned Values: Unit Objectives.................................................................................................. 19-2 Actual and Planned Values: Overview Diagram ............................................................................................ 19-3 Actual and Planned Values: Business Scenario.............................................................................................. 19-4 From Planned Value to Actual Value ............................................................................................................. 19-5 Planned and Actual Values in the Master Data .............................................................................................. 19-6 Inventory Correction Factor ............................................................................................................................ 19-7 Actual and Planned Values: Summary............................................................................................................ 19-8 Actual and Planned Values of AI Proportions-1 Exercises............................................................................ 19-9 - ...................................................................................................................................................................... 19-11 TC .................................................................................................................................................................. 19-13 Actual and Planned Values of AI Proportions-1 Solutions .......................................................................... 19-15 Actual and Planned Values of AI Proportions-2 Solutions .......................................................................... 19-21 Actual and Planned Values of AI Proportions-3 Solutions .......................................................................... 19-23 Data Concept in Product Quantity Management ................................................................................................ 20-1 Product Quantity Management: Unit Objectives............................................................................................ 20-2 Product Quantity Management: Overview Diagram ...................................................................................... 20-3 Product Quantity Management: Business Scenario........................................................................................ 20-4 The Central Unit of Measure for Product Quantities ..................................................................................... 20-5 Relationship Between Units of Measure......................................................................................................... 20-6 Maint. of Units of Measurement in Customizing ........................................................................................... 20-7 User-defined Calculation................................................................................................................................. 20-8 Linking of Master Data ................................................................................................................................... 20-9 Material Master Maintenance........................................................................................................................ 20-10
The Product Quantity in the Specification.................................................................................................... 20-11 Classification Maintenance in the Material Master ...................................................................................... 20-12 Maintaining Units of Measurement in Mat. Master ..................................................................................... 20-13 Activating Product Quantity Management ................................................................................................... 20-14 Product Quantity Management: Summary.................................................................................................... 20-15 Data Concept in Product Quantity Management Exercises ......................................................................... 20-16 Data Concept in Product Quantity Management Solutions.......................................................................... 20-19 Product Units - Stock Transfer............................................................................................................................ 21-1 Product Units of Measure: Unit Objectives.................................................................................................... 21-2 Product Units of Measure: Overview Diagram .............................................................................................. 21-3 Product Units of Measure: Business Scenario................................................................................................ 21-4 Quantity Conversion with Product Unit ......................................................................................................... 21-5 Quantity Conversion in Inventory Management ............................................................................................ 21-6 Stock Transfer – Cases .................................................................................................................................... 21-7 Stock Transfer with Product Unit ................................................................................................................... 21-8 Summary.......................................................................................................................................................... 21-9 Summary (1) ........................................................................................................................................................ 22-1 Summary (2) .................................................................................................................................................... 22-2 Recommended Follow-up Activities .............................................................................................................. 22-3 Appendix.............................................................................................................................................................. 23-1 Frequently-used Menu Paths........................................................................................................................... 23-2
LO955 Batch Management
LO955 Batch Management © SAP AG 1999 © SAP AG
R/3 System Release 4.6C September 2000 50040836
Copyright
Copyright 2003 SAP AG. 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. All rights reserved.
© SAP AG 2003
Trademarks: Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks of Microsoft Corporation. IBM®, DB2®, DB2 Universal Database, OS/2®, Parallel Sysplex®, MVS/ESA, AIX®, S/390®, AS/400®, OS/390®, OS/400®, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere®, Netfinity®, Tivoli®, Informix and Informix® Dynamic ServerTM are trademarks of IBM Corporation in USA and/or other countries. ORACLE® is a registered trademark of ORACLE Corporation. UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group. Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®, VideoFrame®, MultiWin® and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA® is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MarketSet and Enterprise Buyer are jointly owned trademarks of SAP AG and Commerce One. SAP, SAP Logo, R/2, R/3, mySAP, mySAP.com, 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 in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies.
Materials Management Level 3
Level 2 3 days LO510 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 of the project team Project team Administrators Members of user departments that are involved in Batch Management
Duration:3 days
© SAP AG 1999
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.
SAP - Knowledge Management
[MM]
LO955 Batch Management
LO955
1-1
Course Overview
Contents: Course Goals Course Objectives Course Content Course Overview Diagram Main Business Scenario
© SAP AG 1999
(C) SAP AG
SAP - Knowledge Management
[MM]
LO955 Batch Management
Course Goals
This course will prepare you to: Use the Batch Management functionality Make the necessary Customizing settings for Batch Management in the applications MM, SD, PP, or PP-PI
© SAP AG 1999
(C) SAP AG
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LO955 Batch Management
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
(C) SAP AG
LO955
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LO955 Batch Management
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
(C) SAP AG
LO955
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LO955 Batch Management
Course Content (2)
Unit 13 Appendix: Batch Creation in Unit 18 Process Manufacturing Unit 19 Unit 14 Optimized Batch Processing Unit 20 Unit 15 Batch-specific Units of Measure Unit 21 Unit 16 Integration of Batch-specific Units of Measure Unit 22 Unit 17 Data Concept in Active Ingredient Management
Active Ingredient Prices Actual and Planned Values of AI Proportions Data Concept in Product Quantity Management Product Quantity Units - Stock Transfers Summary
Appendix © SAP AG 1999
(C) SAP AG
LO955
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LO955 Batch Management
Course Overview: Diagram (1)
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Mgmt
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
© SAP AG 1999
(C) SAP AG
LO955
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SAP - Knowledge Management
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LO955 Batch Management
Course Overview: Overview Diagram (2) Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
LO955
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LO955 Batch Management
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
(C) SAP AG
LO955
1-8
SAP - Knowledge Management
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LO955 Batch Management
Introduction
Contents: Business background Integration of Batch Management within the R/3 System Batch Management in Logistics
© SAP AG 1999
(C) SAP AG
LO955
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SAP - Knowledge Management
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LO955 Batch Management
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
(C) SAP AG
LO955
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LO955 Batch Management
Introduction: Course Overview Diagram (1)
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Mgmt
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
© SAP AG 1999
(C) SAP AG
LO955
2-3
SAP - Knowledge Management
[MM]
LO955 Batch Management
Introduction: Overview Diagram (2) Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
LO955
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SAP - Knowledge Management
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Business Background
Batch Management can be used in ALL industries
It is mainly used in the following: Chemicals Pharmaceuticals Cosmetics Health and hygiene Foodstuffs Retail
© SAP AG 1999
(C) SAP AG
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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
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. In the R/3 System, it is therefore structured under the identification code "LO", standing for "Logistics General". Its use does not restrict existing functionality in any way.
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Batch Management in Logistics
Batch management Classification
Procurement
Production
Warehouse management
Warehouse management
A
A
B
Purchase order
SD
W/house
B
Process/ production order
W/house
A A A
Sales order
© SAP AG 1999
Batch Management incorporates the entire logistics process, from procurement to sales. The new functionality works with all existing batch records. It is closely linked with classification, but can also be used without classification. You can only search for batches via the batch determination function if the batches are classified.
(C) SAP AG
LO955
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LO955 Batch Management
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
(C) SAP AG
LO955
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SAP - Knowledge Management
[MM]
LO955 Batch Management
Master Data
Contents: Batch Definition in the R/3 System The Term “Batch” 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
(C) SAP AG
LO955
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SAP - Knowledge Management
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LO955 Batch Management
Master Data: Unit Objectives
At the conclusion of this unit, you will be able to: Define the term “batch” Understand the requirements of Batch Management for master data
© SAP AG 1999
(C) SAP AG
LO955
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LO955 Batch Management
Master Data: Course Overview Diagram
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Mgmt
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
© SAP AG 1999
(C) SAP AG
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Master Data: Business Scenario
Your company has be able to differentiate between certain material stocks for one or more of the following reasons: Traceability in the case of complaints/recall situation Search via expiration date ISO certification
© SAP AG 1999
(C) SAP AG
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Business Definition of "Batch"
"A 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)
© SAP AG 1999
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The Term “Batch” in the SAP System
Production lot
Process order/ production order
Charges
Batches © SAP AG 1999
A production lot can be manufactured in several production runs. The same technical requirements apply to the entire production lot. 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.
(C) SAP AG
LO955
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Master Data Structure
Materials planning Product: epoxy resin Mat-no. 308-188
Mat-no. 307-160
Quality: 1 / 50 l bar
Quality: 2 / 50 l bar
Batch A1
Mat-no. 308-188
Batch A1
Mat-no. 307-160
Quality: 1 / 10 l can
Mat-no. Batch A2 308-188 Batch A3
Mat. no. 309-140 Batch Mat. 1 no. 309-140 Batch 2
Batch A2
Mat-no. 307-160 Batch A3
Mat. no. 309-140 Batch 3
© SAP AG 1999
The definition of the term batch also influences the definition of the term material. The following structure is recommended: All criteria making a batch reproducible are criteria of the batch material, and not of the batch itself. The batch record should contain only data that is unique to precisely this batch. This specification identifies the batch as a non-reproducible unit. 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.
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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
Production date: 11.01.99
Production date: 11.11.99
© SAP AG 1999
The master data hierarchy shows... ...the product 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 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 Organizationally, the batches and their specification data are located below the material number.
(C) SAP AG
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Material Master Record and Batch Master Record
Batch mgmt reqmt
Set the batch management requirement indicator in the material master record.
Material
308-188
Create the batch master record manually or when posting a goods movement.
AXZ 4362-89
The batch can have any alphanumeric number.
C1 55/3b
This number can be assigned either externally or internally.
© SAP AG 1999
In the SAP R/3 System, batch master records always depend on material master records. We post batches FOR a material. 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. 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. 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. 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. 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. Batch numbers can be assigned internally or externally. You can define alternative number ranges.
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Assignment of Batch Number
Standard:
Internal External
Customer Function Calls 11 Change the number
22
range.
Edit the assigned batch number using variables and templates.
© SAP AG 1999
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. 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. 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.
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Batch Creation Goods movement 101
Automatic/ No manual creation
Create batch master manually
521
Raw matls
Automatic or manual with check against external number range
Finished products
Manual without check
No new creation
Production or process order
New order Automatic batch numbers?
Release order
© SAP AG 1999
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 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
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Master Data: Unit Summary
You are now able to: Define the term “batch” Understand the requirements of Batch Management for master data
© SAP AG 1999
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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 //
Blue paint
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 paint
AICL00010##
AI content %
AICL00010##
Liter substance/ liter AI
M001
Viscosity
M009
pH level
Characteristics
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M010
Purity of color
M011
Covering power
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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
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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: Pharmaceuticals Material type: Semi-finished product Org. Levels
Copy From:
Plant 1100 1100 Storage location 0001 0001 Sales organization 1020 1020 Distribution channel 22 22 Edit all views! (C) SAP AG
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Save your material.
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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
Distribution channel
22
Edit all views before you save! Save your material.
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Batch Levels
Contents: Batch Unique per Material Number and Plant Batch Unique per Material Number Batch Unique per Client and Material Number Customizing Procedure Following a Change in the Batch Level
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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 that must be satisfied in the event of a change in the batch level
© SAP AG 1999
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Batch Levels: Course Overview Diagram
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Mgmt
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
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Batch Levels: Business Scenario
Your company has to decide which batch level best suits its requirements considering the following aspects: Is the same material to be subject to a batchmanagement requirement in one plant but not in another? How are batch numbers currently structured? Is the SAP project international, so that it is essential to be able to trace batch numbers exactly?
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Batch Unique per Material Number and Plant
Material no. 308308-188
Material no. 309309-140
Plant 1
Plant 2
Plant 1
Plant 2
Batch A1
Batch A1
Batch A1
Batch A1
EXP.: 11.01.2000 VISCOSITY: 7
EXP.: 19.01.2000 VISCOSITY: 8
EXP.: 17.01.2000 VISCOSITY: 5
EXP.: 18.01.2001 VISCOSITY: 6
© SAP AG 1999
If the batch level is set to Plant/Material in your system, the following applies: The batch number can be reassigned for a material with a different specification in each plant. However, you can transfer a stock from one plant to another between batches with the same number, even though the batches do not necessarily have the same specification. In such cases, the batch quantity transferred assumes the specification of the destination batch. If you want the batch specification to be unique across all plants, you can only achieve this through organizational measures. The system does not support this. In this case, you are recommended to switch to a higher batch level.
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Batch Unique per Material Number
Material no. 308308-188
Plant 1
Material no. 309309-140
Plant 2
Plant 1
Batch A1
Plant 2
Batch A1
EXP.: 11.01.2000 VISCOSITY: 7
EXP.: 17.01.2000 VISCOSITY: 5
© SAP AG 1999
If the batch level is set to Material in your system, the following applies: A batch has the same specification for all plants at which a material is stored. The same batch number can be reassigned with a different specification for each material.
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Batch Unique per Client and Material Number
Material no. 308308-188
Batch A1
Material no. 309309-140
A1
EXP.: 11.05.2003 VISCOSITY: 7
Batch A2 EXP.: 17.01.2002 VISCOSITY: 5
© SAP AG 1999
If the batch level is set to Client in the system: The same batch number can only be assigned once within the entire client. It is uniquely assigned to one material number.
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Customizing
S TAR 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
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. 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.
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Procedure Following a Change in the Batch Level
Batch
Plant 01
A1 B3
A1 B2
C4 B2
Batch
C3 B1
B2
Material
B3
C4
308-188
C4
C3
Plant level
Material level
A1
B1 B2 B3 C3
Material
Material
308-188
Plant level
Reorganization program
Batch
Plant 02
B1
C4
Material level
308-188 © SAP AG 1999
If a batch number has hitherto been unique in a plant but is now only to be unique for a material, this change will have to be accompanied by a change in the batch numbers. Hitherto, 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. Now you have to check whether identical batch numbers exist for the material in both plants. If this is the case, you will have to prepare a reorganization. An auxiliary program is automatically offered in Customizing as soon as a change in the batch level has taken place. It determines all batches that occur in several plants. It also allows you to carry out a test run and provides you with a log. This analysis must precede actual batch reorganization. Only after a successful data update can batch management 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.
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Batch Levels: 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 that must be satisfied in the event of a change in the batch level
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Batch Specification
Contents: Integration Batch Classification Characteristic Inheritance Batch Classification and Characteristic Inheritance Maintenance of Master Data Customizing: Tips and Tricks
© SAP AG 1999
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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
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Batch Specification: Course Overview Diagram
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Mgmt
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
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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.
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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. For batch management to function correctly, you must prepare the classification data to include the corresponding batch specifications. 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.
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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.
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Characteristic Inheritance
Material Epoxy resin X
Batch Epoxy resin X1
12000 11000 10000 9000 8000 7000 CHARACTERISTIC 6000 5000
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. 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.
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Batch Classification and Characteristic Inheritance Class type “batches” Class 3 Epoxy resin Characteristics Viscosity at 25° Color Epoxy resin Volatile fraction
Material Epoxy resin X
Viscosity Color Epoxy resin Volatile proportions
Batch Epoxy resin X1
5000-12000 0-5 23-25 0.00-0.50
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.
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Maintaining Master Data I
Classification system
Viscosity 5000-12000 Color 0-5 Epoxy resin 23-25 Volatile proportions 0.00-0.50
Create the characteristics.
Class X Create the class. Choose the class type for batches.
Class type “batch”
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.
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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.
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Customizing: Tips and Tricks
Standard characteristics LOBM_LVORM Deletion flag LOBM_ZUSTD
Status
LOBM_VFDAT
Expiration date
LOBM_VERAB
Availability date
MCHA Reference characteristic
Data field
© 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.
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Batch Specification: Unit Summary
You are now able to: Prepare classification data so that Batch Management can function properly
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Batch Specification 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.
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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 power
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 power)
•
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
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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 power), 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.
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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: 501 Plant: 1100 Storage location: 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.
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Batch Specification 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.
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•
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.
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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 power), 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.
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Field name or data type
Values
View
Sales and distribution: SalesOrgData 1 LO955
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[Conditions:] Amount
3.50 UNI
Field name or data type
Values
View
Sales and distribution: SalesOrgData 1
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 Y-500## in the document and assign more batch numbers and characteristic values before you save the document.
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Batch Status Management
Contents: Business Background Integration Functionality Example Tips & Tricks
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Batch Status Management: Objectives
At the conclusion of this unit, you will be able to: Decide whether you want to monitor and control batch statuses using Batch Status Management Identify batch statuses Change batch statuses
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Batch Status Mgmt: Course Overview Diagram
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Mgmt
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
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Batch Status Management: Business Scenario
Your company has specified the batch level as the material or client level. The users want to make transfer postings changing the status of batch stocks in simple and straightforward manner. In your enterprise, it is necessary that incoming batch stocks are initially assigned the status Restricted until such time as they are released from quality inspection.
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Business Background Stores 1
Stores 2
Stores 3
Stores 4
Stores 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 308308-188 Batch A1 Status = Restricted
Batch status management
© SAP AG 1999
The batch status is a central tool for identifying use of the batch as Restricted or Unrestricted. 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 with regard to the individual stocks.
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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 “unrestricted”
Change in batch master record Batch status “restricted”
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.
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ov em
s od Go
Returns Stock transfer (plant) Stock transfer (SLoc) On-order stock
en t
How Batch Status Management Works
t en
Go od s
em ov
Blocked stock
m
m
Consgt. ord.
Reserved GR blocked stock Production order Stock transp. order
Quality inspection
Change in batch status in batch master record
Unrestricted stock
Internal transfer posting from Unrestricted to Restricted
Restricted stock
Material document + change document © SAP AG 1999
A batch stock cannot be transferred directly from unrestricted-use stock to restricted stock. If you change the status indicator when maintaining a batch master record, the system makes an internal transfer posting for the batch stock. A change document is created in respect of the master record change and a material document is created for the transfer posting. Direct transfers are possible between all other stocks. If a quantity of batch material is withdrawn from them, it depends on the batch status whether it can be posted to unrestricted or restricted stock.
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Example
Material 308-188 Batch A1 Status: UNRESTR. UNRESTR.
UnrestrictedUnrestricted-use stock
RestrictedRestricted-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
100 kg
0 kg
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Tips & Tricks 1
Assign reference characteristic LOBM_ZUSTD to your batch class “X” in the classification system.
Batch class X LOBM_ZUSTD Selection class Y
Also assign the same reference characteristic to your selection class “ Y ”. Ensure that your batches are classified with batch class “ X ”.
Batch class X
Batch Material
Selection class Y
Ensure that selection class “ Y ” is used in the strategy record of the respective application.
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.
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Tips & Tricks 2
Reference characteristic “status” Unrestr.
The reference characteristic is automatically assigned the value of a field.
Restr.
You can store additional information in user-defined characteristics as required.
User-defined characteristic blocking reasons Damaged
Spoiled
Incorrect certificates
Inspection 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”.
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Batch Status Management: Summary
You are now able to: Decide whether you want to monitor and control batch statuses using Batch Status Management Identify batch statuses Change batch statuses
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Batch Status Management Exercises Additional Exercise: Unit: Batch Status Management Topic: Assigning a Batch 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: Y-500-## Batch: (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: _________________________________________
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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.
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Batch Status Management Solutions Unit: Batch Status Management Topic: Assigning a Batch 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
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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.
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Availability Check for Batches
Contents: Effects of the Batch Definition on the Availability Check Availability Check and Status Management
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Availability Check: Unit Objectives
At the conclusion of this unit, you will be able to: Outline the special aspects of the availability check in the case of a material subject to a batchmanagement requirement
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Availability Check: Overview Diagram
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Management
Batch
?
Shelf Life Expiration Date
Batch
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
Batch
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Availability Check: Business Scenario
Your company wishes to treat batches with the status "restricted" as "unavailable" for the purposes of materials planning. However, in the case of stock withdrawals for production, the same batch is to be regarded as "available".
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Batch Definition and Availability Check
The availability check is one of the checks carried out during the batch determination process. It should run here without taking the replenishment lead time into account. By definition, a batch is unique and cannot therefore be replenished. The MRP data of a material that is subject to a batch management requirement must include a suitable checking group.
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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
C2
C6
50 kg
C3
Available quantity:
Maximum proposal:
Restr.
C4
Unrestr.
C5
Restr.
C6
Restr.
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.
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Availability Check: Summary
You are now able to: Outline the special aspects of the availability check in the case of a material subject to a batchmanagement requirement
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Batch Determination
Contents: Batch Determination in the Logistics Process The Principle of Batch Determination Batch Determination in the Case of Goods Movements Batch Determination in Production Batch Determination in Sales Batch Determination in Warehouse Management Batch Determination: Master Data in the Applications Link Between Customizing and the Applications Settings in Customizing Condition Technique in Batch Determination © SAP AG 1999
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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
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Batch Determination: Course Overview Diagram
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Mgmt
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
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Batch Where-used List Batch
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Batch Determination: Business Scenario
Your company’s 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.
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Batch Determination in the Logistics Process Procurement
Production
Warehouse management
Sales
Warehouse management
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.
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Principal of Batch Determination
Strategy record Y
Batch 4243
Batch class 4
Selection class 2
Selection characteristics
Batch characteristics
Viscosity 74507450-7800 Refractive index 1.5700 Acidity 10% - 15%
Color 1 Viscosity 7500 Refractive index 1.5700
© 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.
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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.
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Batch Determination in Production
Production
Warehouse
A
B
Warehouse management
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.
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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.
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Batch Determination in Sales
A
B
W/house
Material X Batch 456c
Warehouse management
Sales A
Characteristics • Density 5.7 • Expiration date 01.02.05
Sales order Delivery note
Search strategy
Batch determination
•Customer 9911
Search strategy •Customer 9911 •Material X
•Destination GB
Characteristics •Density 5.7 • Rem. Rem. shelf life 10 days
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.
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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.
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Batch Determination in Warehouse Management
IM System
PP System
Create batch Goods receipt
Production order Goods issue
Mat. X C 123 10 Mat. Y C 456 20
Transfer order Material X Batch 123 From: 902 To: 100
Evaluation
SD System
Material X Batch 123
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.
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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.
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How Customizing and the Applications Are Linked
PP/PP-PI
MM
WM 11 Warehouse no.
SD Sales organization Distribution channel
Order type Plant
Movement type
22 Warehouse no. Movement type 22
Division Sales document type
Search procedures
© SAP AG 1999
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.
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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'.
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Condition Technique in Batch Determination
Cust.
Condition tables
Material
Sales org.
Plant
Material
Material
Cust.
Material
Plant
Sales organization Access sequence
Material
© SAP AG 1999
Strategy type
Material
22 Define the sequence of the condition tables in the search process...
Search procedure
11 Choose the central fields from the business transactions and enter in tables.
33 ...assign to a strategy type...
Strategy type Strategy type Strategy type
44 Strategy type ...and combine in a procedure.
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.
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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
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Batch Determination 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:
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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).
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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 (C) SAP AG
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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.
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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.
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NOTE for movement type 201:
Cost center 1000 has been created.
NOTE for movement type 311:
You can enter storage location 0002 as the
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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.
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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.
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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.
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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.
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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.
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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.
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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?
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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: Plant: Material:
PI01
1100 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.
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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.
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Batch Determination 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
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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.
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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.
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Field name or data type
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.
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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.
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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
023SE_## Define your target values for the selection characteristics.
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
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Field name or data type
Values
Order type
Standard order
Sales organization
1020
Distribution channel
22
Division
00.
Sold to party
7777
PO number
Any
Material
Y-500-##
Quantity
Any
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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.
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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.
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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
023SE_## Define your target values for the selection characteristics.
Selection characteristics
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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.
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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
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Price Determination: Objectives
At the conclusion of this unit, you will be able to: Describe the use of the condition technique in the price determination process for batches Outline the effects of and prerequisites for individual batch valuation
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Price Determination: Course Overview Diagram
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Mgmt
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
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Price Determination: Business Scenario
Your company makes batches of widely varying quality and wants to price by batch.
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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.
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Condition Technique in Pricing for Batches
Condition tables
Cust. Material Material
Batch
Material
Group the important fields in 11 condition tables.
Batch
Customer
Material Material
Access sequence
Condition type
Batch Batch
Material
22 Define the sequence of the condition tables in price determination...
Calculation procedure
33
Condition type Condition type Condition type
...assign to a condition type... 44 ...and combine as a calculation procedure.
© 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.
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Display in Billing Document
Go to Customizing for Sales and Distribution. Choose 'Sales' -> 'Billing' -> 'Billing Documents'-> Maintain Copying Control for Billing Documents -> 'Copying Control: Delivery Document to Billing Document'.
If, for example, for key combination F2, LF, TAN, you want to have ... ... the display at main item level, set the indicator 'G' or 'H' as the billing quantity in the item details. ... the display with a batch split at item level, set the indicator 'B' or 'D' as the billing quantity in the item details.
© SAP AG 1999
The delivery allows batch splitting. You can store different prices for the different batches. This requires that the invoice document shows batch prices. You can change the display in the system through the Customizing settings described. You can choose between a total price at item level or all individual batch prices per item.
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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.
(C) SAP AG
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LO955 Batch Management
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.
(C) SAP AG
LO955
9-9
SAP - Knowledge Management
[MM]
LO955 Batch Management
Price Determination: Summary
You are now able to: Describe the use of the condition technique in the price determination process for batches Outline the effects of and prerequisites for individual batch valuation
© SAP AG 1999
(C) SAP AG
LO955
9-10
SAP - Knowledge Management
[MM]
LO955 Batch Management
Shelf Life Expiration Date
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
(C) SAP AG
LO955
10-1
SAP - Knowledge Management
[MM]
LO955 Batch Management
Shelf Life Expiration Date: Unit Objectives
At the conclusion of this unit, you will be able to: Explain the significance of the shelf life expiration date in connection with materials subject to a batch management requirement Verify how the system calculates the shelf life expiration date of a newly-delivered batch
© SAP AG 1999
(C) SAP AG
LO955
10-2
SAP - Knowledge Management
[MM]
LO955 Batch Management
Shelf Life Expiration Date: Overview Diagram
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Management
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
© SAP AG 1999
(C) SAP AG
LO955
10-3
SAP - Knowledge Management
[MM]
LO955 Batch Management
Shelf Life Expiration Date: Business Scenario
Your company requires that the remaining shelf life of bought-in components handled in batches must be sufficiently long to enable it to manufacture the finished product and ship it to the customer in good time. An enterprise that is not using the Warehouse Management (WM) component wishes to record the shelf life expiration date of quantities of materials in the SAP System.
© SAP AG 1999
(C) SAP AG
LO955
10-4
SAP - Knowledge Management
[MM]
LO955 Batch Management
Business Background
The shelf life expiration date check is particularly important in the following industries: Foodstuffs Retail Pharmaceuticals Chemicals Cosmetics Health and hygiene
© SAP AG 1999
(C) SAP AG
LO955
10-5
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
10-6
SAP - Knowledge Management
[MM]
LO955 Batch Management
Shelf Life Expiration Date Check in Goods Receipt
Important fields in master records
Must be maintained. The system checks date against this value.
Material master record • Remaining shelf life • Total shelf life
Can be maintained. This value is used to calculate the expiration date. Set at the time of the goods receipt posting.
Batch master record • 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.
(C) SAP AG
LO955
10-7
SAP - Knowledge Management
[MM]
LO955 Batch Management
Central Fields in the Purchase Order
Purchase order Header Vendor
Batch master record
Goods receipt
Items
Additional data Vendor
Vendor batch Batch Expiration date
Vendor batch
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.
(C) SAP AG
LO955
10-8
SAP - Knowledge Management
[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
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[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
10-10
SAP - Knowledge Management
[MM]
LO955 Batch Management
Shelf Life Expiration Date: Summary
You are now able to: Explain the significance of the shelf life expiration date in connection with materials subject to a batch management requirement
© SAP AG 1999
(C) SAP AG
LO955
10-11
SAP - Knowledge Management
[MM]
LO955 Batch Management
Shelf Life Expiration Date 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
(C) SAP AG
LO955
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SAP - Knowledge Management
1-2
[MM]
LO955 Batch Management
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: ____________________________________________
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[MM]
LO955 Batch Management
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:
(C) SAP AG
•
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).
LO955
10-14
SAP - Knowledge Management
[MM]
LO955 Batch Management
Shelf Life Expiration Date 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
Field name or data type
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.
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[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
10-16
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
11-1
SAP - Knowledge Management
[MM]
LO955 Batch Management
Batch Where-used List: Objectives
At the conclusion of this unit, you will be able to: Describe the functions of the batch where-used list
© SAP AG 1999
(C) SAP AG
LO955
11-2
SAP - Knowledge Management
[MM]
LO955 Batch Management
Batch Where-used List: Overview Diagram
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Management
Batch
Shelf Life Expiration Date
Batch
Batch
?
Batch
Batch
XXXX + YYY = ZZZZ
29
Batch Where-used List Batch
© SAP AG 1999
(C) SAP AG
LO955
11-3
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
11-4
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[MM]
LO955 Batch Management
Business Background
The batch where-used list documents the progress of a batch through an enterprise. It has particular importance with regard to questions of product liability. As of Release 3.0 of the SAP R/3 System, it can also be used for the material type trading goods. The documenting of batch movements in the system also extends to transfer postings covering changes in batch numbers and to physical stock transfers.
© SAP AG 1999
(C) SAP AG
LO955
11-5
SAP - Knowledge Management
[MM]
LO955 Batch Management
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 R2
R1
F = finished product S = semi-fin. product R = raw material
Purchase order
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).
(C) SAP AG
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11-6
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[MM]
LO955 Batch Management
Batch Where-used List for Trading Goods
PickPick-up list Billing document
Customer A
Customer B
Sales order
Sales order
Sales order T1
Scheduling agreement Delivery note
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.
(C) SAP AG
LO955
11-7
SAP - Knowledge Management
[MM]
LO955 Batch Management
Batch Where-used List: Summary
You are now able to: Describe the functions of the batch where-used list
© SAP AG 1999
(C) SAP AG
LO955
11-8
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
12-1
SAP - Knowledge Management
[MM]
LO955 Batch Management
Batch Specification: Unit Objectives
At the conclusion of this unit, you will be able to: Describe the steps involved in maintaining batch data from within the Quality Management module
© SAP AG 1999
(C) SAP AG
LO955
12-2
SAP - Knowledge Management
[MM]
LO955 Batch Management
Batch Specification: Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
LO955
12-3
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[MM]
LO955 Batch Management
Batch Specification: Business Scenario
Your company uses the QM component to check batches that have been produced. The inspection results are recorded and are to be transferred directly into the batch classification.
© SAP AG 1999
(C) SAP AG
LO955
12-4
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[MM]
LO955 Batch Management
Quality Management (QM) Inspections in Logistics
Material 308-188 to be handled in batches A1 A2
Goods receipt
B3
A4
Production
C4
Goods issue
© 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.
(C) SAP AG
LO955
12-5
SAP - Knowledge Management
[MM]
LO955 Batch Management
Simplified Batch Maintenance with QM
Goods receipt
Material 308-188
A1
308-188
Batch
A1
QM insp. result
Classification Viscosity Covering power
750 CP 85%
Viscosity 750 CP Covering power 85%
Master insp. characteristics
General characteristics
© SAP AG 1999
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.
(C) SAP AG
LO955
12-6
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[MM]
LO955 Batch Management
Creating a Material Specification Quality Management
Classification System
Master insp. character X
General characteristic A
Material
Batch class Master insp. character Y
General characteristic B
Classification data
X
A
Y
B Material specification
© SAP AG 1999
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.
(C) SAP AG
LO955
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[MM]
LO955 Batch Management
Setting up QM Insp. Data in the Mat. Master Record
QM inspection data Material view QM
Details on
Inspection with specification
Inspection type Insp. lot
...
© SAP AG 1999
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.
(C) SAP AG
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[MM]
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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.
(C) SAP AG
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[MM]
LO955 Batch Management
Example: Quality Inspection upon GR from Production
Material
QM data
Characteristic value assignment
308-188
Batch A1
Insp. type
A B
Production
Results recording
96 1750
1234
1234
Goods receipt Batch A1
Insp. lot 1234
X
96
Y
1750
Usage decision
© SAP AG 1999
(C) SAP AG
LO955
12-10
SAP - Knowledge Management
[MM]
LO955 Batch Management
Batch Specification: Summary
You are now able to: Describe the steps involved in maintaining batch data from within the Quality Management module
© SAP AG 1999
(C) SAP AG
LO955
12-11
SAP - Knowledge Management
[MM]
LO955 Batch Management
Batch Specification and Quality Management 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 (C) SAP AG
Link master inspection characteristic and class characteristic LO955
12-12
SAP - Knowledge Management
[MM]
LO955 Batch Management
1-2-1 Edit material specification Check whether material Y-500 -## and its class characteristic covering power (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.
(C) SAP AG
LO955
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SAP - Knowledge Management
2-1
[MM]
LO955 Batch Management
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 power. (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 = 921. 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 power in quality inspection.
(C) SAP AG
LO955
12-14
SAP - Knowledge Management
2-4
[MM]
LO955 Batch Management
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 power.
(C) SAP AG
LO955
12-15
SAP - Knowledge Management
[MM]
LO955 Batch Management
Batch Specification and Quality Management 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.
(C) SAP AG
LO955
12-16
SAP - Knowledge Management
1-2
[MM]
LO955 Batch Management
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.
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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 power.
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 power in quality inspection.
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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
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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
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Appendix: Batch Creation: Unit Objectives
At the conclusion of this unit, you will: Understand how batch maintenance is integrated with Quality Management in production An operation from PP-PI serves as an example. Be able to explain how production can control batch creation
© SAP AG 1999
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Appendix: Batch Creation Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
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Appendix: Batch Creation Business Scenario
Your company, which is engaged in process manufacturing, checks the batches it produces at various inspection points in the production process. The examination can yield different quality results. The quantities taken from the production process and examined can be posted to more than one batch within a production run.
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Process Flow
Receipt in warehouse 9 9
Confirmations
88
Open process order
11
Header
22
Copy
Operations
Master recipe with QM data
Phases
Production process
77
Process instructions
Quality insp. and batch assignment
Resource assignment Material components
33
Availability check
.. .
Material withdrawal 6 6
44
Order release Insp. lot is created
55
Create control recipe -> PI sheet
© 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.
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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.
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Inspection During Production: Master Recipe
Master recipe Header QM data Inspection points
Operation/phase Inspection grid - Time-related - Quantity-related - Unrestricted Indicator for last partial lot assignment
Char. Sampling procedure with inspection 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.
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Inspection During Production: Material Master
QM inspection data Material view QM Inspection type details: Inspection with specification
Inspection type: 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.
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Inspection During Production: Mat. Specification
Material specification Master insp. charac. 1 Viscosity
General characteristic A Viscosity
1700 -1780 CP
Master insp. charac. 5 Covering power
1700 -1780 CP
General characteristic B Covering power
0 - 98%
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.
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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.
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Master Recipe and Material Specification
Coordination of master insp. charac. Master recipe 10 Operation 10 Master insp. charac. 1 200 - 2000 CP 20 Master insp. charac. 2 20 Operation 10 Master insp. charac. 3 30 Operation 10 Master insp. charac. 4
Insp. Insp. lot
Specification
10 Operation 10 Master insp. charac. 1
Copy
1700 -1780 CP
Master insp. charac. 1 1700 -1780 CP
20 Master insp. charac. 2 20 Operation 10 Master insp. charac. 3 30 Operation 10 Master insp. charac. 4 9999 Master insp. charac. 5
Copy
Master insp. charac. 5
© SAP AG 1999
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.
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Checks in the Production Process Operation 10 Charge
Operation 20 Operation 30 React Discharge
Partial lot 1
Partial lot 1
Partial lot 1
Viscosity Mat no. 303-188 Batch A1
1
Viscosity
2
Temperature 3
Covering power
Density 4
pH value
5
Covering power
© SAP AG 1999
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.
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Creation of Partial Lots
Operation 10 Operation 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.
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Relationship Between Partial Lots and Batches
Partial lot 1
Viscosity pH value
1930 cst 7.5
Partial lot 2
Viscosity pH value
Batch 1
Partial lot 3
1950 cst 7.5
Viscosity pH value
1950 cst 7.5
Batch 2
© SAP AG 1999
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.
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Batch Number Assignment
Process order/production order
Goods receipt
60000780 Header level Batch
Process order/ prod. order 60000780
Batch A1
A1
Partial lot 1
A1 Insp. lot
Goods receipt Batch A1
1234
Partial lot 2
A2
Goods receipt 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.
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Appendix: Batch Creation: Summary
You are now able to: Understand how batch maintenance is integrated with Quality Management in production Explain how production can control batch creation
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Optimized Batch Processing
Contents: Mass-processing of batches Batch Information Cockpit: Introduction Batch Information Cockpit: Screen Layout Batch Information Cockpit: Navigation Area Batch Information Cockpit: Selection Area User Settings
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Optimized Batch Processing: Unit Objectives
At the conclusion of this unit, you will be able to: Select batches via common attributes Create worklists for batches Transfer batches from the where-used list into the worklist Process batch master records from within the worklist
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Optimized Batch Processing: Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
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Optimized Batch Processing: Business Scenario
You want to group together various batches with common attributes for further processing and take a look at stock figures and the data in the batch master record You also wish to gain a quick overview of the usage of certain batches Occasionally, you want to make changes to the batch master records
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Mass-Processing of Batches
Navigation:
Processing:
Selection result Details Batch master record: Change/Display Worklist
© SAP AG 1999
Straightforward changing of batch data You can use the "Mass Processing of Batches" function to select batches on a cross-material and plant basis and then display and change your data. Grouping of batches in the worklist folder You can fill the worklist with any number of batches. To do so, you copy the selection result into the relevant folder on the initial screen. To improve handling, you can structure the worklist using worklist folders. Click on a batch in the selection result area or in the worklist to display the batch data in the righthand part of the screen. You can also navigate over and between the batches in the relevant lists. Worklist folders are organized in Customizing for Batch Management: There you create new folders and assign them to users. You can differentiate between public and private worklist folders. Folders can be assigned to any number of users. The content of a folder that has been designated as "public" can be displayed and processed by all the users who are assigned to it. A private folder can only be processed by the user assigned to it.
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Batch Information Cockpit: Introduction Central tool facilitating extensive access to batch information. Designed as a single-screen transaction. Flexible selection of batches on the basis of material, batch, stock, shelf life, and classification data (e.g. classification characteristics, classification status) Combination of several existing functions Batch master Batch where-used List Shelf life list
Integration of new "Batch Worklist” functionality
© SAP AG 1999
You use the Batch Information Cockpit to Select batches Display information relevant to batches Invoke detail functions (batch master, batch where-used list)
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Batch Information Cockpit: Screen Layout
Navigation: Worklist
Selection result Stock
Area for selection Batch selection on the basis of certain material, batch, stock, shelf life, and classification data
or processing: Batch master record Batch usage
© SAP AG 1999
Selection You can choose the selection setting you wish to work with. You define user-group-specific selection settings in Customizing for Batch Management.
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Batch Information Cockpit: Navigation Area Flexibly adjustable via user settings
Navigation:
1. Sub-area: Selection result: batches Focus on the batch definition of the selected batches
Selection result
2. Sub-area: Selection result: stock Focus on the stock situation of the selected batches
Stock
3. Sub-area:
Worklist
Batch worklist Option of filling and processing within the Cockpit © SAP AG 1999
Hierarchical or list display can be chosen in the first two sub-areas. For the navigation area, you can: Deactivate individual sub-areas Specify the sequence of sub-areas Determine which sub-areas are to initially be open Specify whether the selection result "batches" or "stock" is initially to be shown as a list You can freely determine the width of the navigation area. You can specify the form in which the material is to be shown in the navigation area (material number, material short description)
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Batch Information Cockpit: Selection Area Batch Info Cockpit
Edit
Utilities
System
Help
Batch Information Cockpit
List
Selection
Result in folder
Restart
Details
Selection result: batches Selection (SAP standard)
5 batches found Y-351 C1
Reset all selection criteria FE Material List
Batch
Classification
Stock
Usage
Reset selection criteria
Selection result: stock 5 stocks found Y-351
Material Plant Batch Material type Industry
Batch worklist Standard folder (16 batches)
Division Valuation category Mat. planner
BMBC
iwdf5070
INS
© SAP AG 1999
Selection of any required batch information Flexibly definable in Customizing: Deactivation of individual selection tabs Changing the title of selection tabs Adding own selection fields to the selection tabs (tables MARA; MARC; MARD; MCHA; MCHB; MKOL; MSLB; MSKU; MSKA; MSPR) Directly influences the grouping and sequence of the display fields in the navigation area Answers to concrete questions in the batch environment, such as: Which batch has the status "Unrestricted"? Which batches must be used because their shelf lives have nearly expired? Which "unrestricted" batch stocks exist for a product group and how are the batches specified? Which batch stocks exist within a certain materials planner's area of responsibility?
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User Settings Batch Information Cockpit Start settings User group assignment User group selection
SAP 1
Navigation area Active
Sequence Display
Selection result: batches
1
Selection result: stock
2
Batch worklist
3 Detail function
Width of navigation area Width in mm
List
70
Standard detail function
BMAN
Current settings Material format
Deactivate confirmation prompt
Material number
when copying to worklist
Material no. (matl description)
when deleting from worklist
Material no. (matl description) Material descr.
Database selection Maximum no. of batches
100
© SAP AG 1999
Possibility of adjusting and storing Cockpit settings on a user-specific basis Examples: Determining a selection setting Deactivating individual navigation areas Determining the width of the navigation area Showing the material as the material number and/or the material's short description ...
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Optimized Batch Processing: Summary
You are now able to: Select batches via common attributes Create worklists for batches Transfer batches from the where-used list into the worklist Process batch master records from within the worklist
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Optimized Batch Processing: Exercises Unit: Optimized Batch Processing Topic: Batch Information Cockpit
At the conclusion this exercise, you will be able to: • Manage worklists • Select and process batches • Analyze and evaluate information about batch usage and the stock situation Every day you work with batches that have certain properties and have to monitor and occasionally change stock and batch data. To make your job easier, you wish to create worklists of batches that are to be processed. You can then work on these batches later, at your convenience.
1-1
Managing the worklist 1-1-1 Take a look at the defined worklist folders in Customizing. What is the significance of the Public indicator? ______________________________________________ ______________________________________________ ______________________________________________ ______________________________________________
Optional: Create your own private folder. 1-1-2 Assign your user to the public folder PUBL. Optional: Assign your user to your newly created private folder. 1-2
Using the Batch Information Cockpit 1-2-1 Call up the Batch Information Cockpit transaction. Select batches of materials in plant 1100 that begin with the letter T and end with your group number. The materials should also belong to the class N-003 and not be classified. 1-2-2 In the Selection Results: Batches area, select the two materials lauryl alcohol and lemon juice and copy all batches of these two materials into your private folder (standard folder or the one you created yourself). You
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can also select further materials or batches in the selection area and move them to the public folder. 1-2-3 Now exit the Batch Information Cockpit transaction and immediately call it up again. What is the content of the public and private folders?
_______________________________________ _______________________________________ _______________________________________ 1-2-4 Select all batches of the materials Y-500-XX and 350-100 in plant 1100. Switch to the list display in the Selection Result: Stock area. 1-2-5 Display the unrestricted stocks in the Selection Result: Stock area. Sort the selected batches by the status Unrestricted. Add up the quantities of unrestricted stock. What is the total stock figure? ____________________________________ 1-2-6 In the Selection Result area, select batch C4 of material 350-100 and obtain information on the usage of this batch. 1-2-7 Make an entirely new selection for batches of material Y-500-XX in plant 1100 whose shelf life is due to expire in the next 100 days. Make sure that the remaining shelf life is shown as the exact number of days in each case. Which symbol is used to identify batches whose shelf life will expire within the next 100 days in the Selection Result area? ________________________________________ 1-2-8 Change the status of critical batches to restricted. 1-3
Optional: Batch Information Cockpit: User Settings 1-3-1 Call up the Batch Information Cockpit transaction again. Configure the Batch Information Cockpit with the aid of user settings according to the following criteria:
•
Deactivate the Selection Result: Stock
•
Arrange the Worklist: Batches and Selection Result: Batches in such a way that the Worklist: Batches is displayed above the Selection Result: Batches.
•
Widen the navigation area to 100 mm.
•
Change the material display to Material number (Material short description).
•
Save the user settings. 1-3-2 Check the current setting in the Cockpit.
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Optimized Batch Processing: Solutions Unit: Optimized Batch Processing Topic: Batch Information Cockpit
1-1
Managing the worklist 1-1-1 Take a look at the defined worklist folders in Customizing. Tools → AcceleratedSAP → Customizing → Edit Project, Goto → Display SAP Reference IMG, Logistics General → Batch Management → Tools → Worklist → Define Worklist Folders What is the significance of the Public indicator? You can differentiate between public and private worklist folders. Folders can be assigned to any number of users. The content of a folder that has been designated as Public can be displayed and processed by all the users who are assigned to it. A private folder can only be processed by the user assigned to it. 1-1-2 Assign your user to the public folder PUBL. Logistics General → Batch Management → Tools → Worklist → Assign Worklist Folders to Users
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Using the Batch Information Cockpit 1-2-1 Call up the Batch Information Cockpit transaction. Logistics→ Central Functions → Batch Management → Tools → Batch Information Cockpit Tab
Field name
Values
Material
Material
T*##
Plant
1100
Batch class
N-003
Classification status
Not classified
Classification
Execute selection button. 1-2-2 In the Selection Result area in the left-hand part of the navigation area, select the two materials lauryl alcohol and lemon juice. To do so, hold down the control key while selecting the two materials with the left-hand mouse button. Then click on the Selection in folder button and choose the relevant folder (standard folder or new folder of your own). You can also select further materials or batches in the selection area and move them to the public folder. 1-2-3 New call of the Batch Information Cockpit transaction. What are the contents of the public and private folders? The private folder should contain the batches of the two materials copied there in exercise 1-2-2. The public folder contains batches copied into it by both yourself and other course participants.
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1-2-4 Select all batches of the materials Y-500-XX and 350-100 in plant 1100. Tab
Field name
Values
Material
Material
Y-500-XX 350-100
Plant
1100
Execute selection button. Switch to the list display in the Selection Result: Stock area. Activate the Selection Result: Stock area via the relevant icon or through the menu via Batch Info Cockpit – Display Selection Result: Stock. Use the icon with the magnifying glass to enlarge the stock overview. In the Selection Result: Stock area, click the Display as list button. 1-2-5 Select the Unrestricted-use column and click the Sort in ascending order icon. Select the Unrestricted-use column and click the Total icon. What is the total stock figure? 10,901 kg 1-2-6 In the Selection Result area, select batch C4 of material 350-100. If the batch master record is displayed in the right-hand frame, navigate to the batch where-used list via Details – Where used. 1-2-7 Make a completely new selection by clicking the Selection button at the top of the right-hand frame. Tab
Field name
Values
Material
Material
Y-500-XX
Plant
1100
Shelf life
Remaining shelf 100 life Format of remaining shelf life
Exact number of days
Execute selection button. Batches whose shelf life is due to expire within the next 100 days are identified by a yellow color signal. A red color signal appears next to batches whose shelf lives have expired. Batches whose shelf life exceeds the 100 days specified as selection criterion are identified by a green signal.
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1-2-8 You can invoke detailed data on a certain batch by clicking on the relevant batch in the Selection area. If you see the batch where-used list, you can view the batch master data via Detail -> Batch master. You can switch to change mode via the Display/Change icon. In this mode, you can change the batch status to Restricted. You can process further batches by clicking the Next batch button or by selecting the next batch in the Selection Result area. 1-3
Optional: Batch Information Cockpit: User Settings 1-3-1 Configure the Batch Information Cockpit with the aid of user settings. Logistics→ Central Functions → Batch Management → Tools → Batch Information Cockpit Utilities → User Settings
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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
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Batch-Specific Units of Measure: Objectives
At the conclusion of this unit, you will be able to: Describe the business background to active ingredient management and product quantity management Understand the most important issues and influencing factors involved in active ingredient management using product units
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Batch-specific Material UoMs: Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
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Batch-specific Material UoMs: Business Scenario
Your company wishes to be able to measure and show the active ingredients of materials within the physical quantity of these materials, and to use them for goods movements. Your company would like to be able to use certain materials not only in the base unit of measure but also in alternative units, even if the conversion ratios between the latter and the base unit occasionally fluctuate. Even in such cases, it must be possible to show and use the conversion ratio between the two units of measure correctly for all stocks.
© SAP AG 1999
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Batch-Specific Units of Measure: Differences
BatchBatch-specific units of measure
Product units Active ingredients
© 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.
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Use of Active Ingredients
?
© SAP AG 1999
Active ingredients or concentrates are encountered above all in the production of basic materials in the following industries: Chemicals Pharmaceuticals Cosmetics Foodstuffs
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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.
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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.
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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.
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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.
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Use of Product Units
© SAP AG 1999
Product units are used above all in the following industries: Steel Aluminium Paper Wood Textiles
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Batch-Specific Calculation of the Product Quantity
Material
4711
Planned value:
Base UoM KG Alternative UoM Pc
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.
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Batch-Specific Units of Measure: Summary
You are now able to: Describe the business background to batchspecific material units of measure Understand the most important issues and influencing factors involved in active ingredient management using product units
© SAP AG 1999
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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
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Integration: Unit Objectives
At the conclusion of this unit, you will be able to: Outline the assumptions underlying the design of the batch-specific material units of measure Explain how the new functionality is integrated into the data environment of batch management and existing logistics processes
© SAP AG 1999
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Integration: Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
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Integration: Business Scenario
In your company, it must be possible to use batchspecific units of measure in all Logistics applications. You want to ascertain how this process is realized in the SAP System.
© SAP AG 1999
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Batch Management Requirement as Prerequisite
Material with product unit
Act. ingr. material
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 proportional variance 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 goal 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 subject to a batch management requirement. The use of Batch Management is an essential prerequisite for the use of Active Ingredient Management and Product Quantity Management.
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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
Melting point at 45° C
Expires on 12.31.99
© 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.
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Integration of Batch-specific Units of Measure
Batch management
Classification © SAP AG 1999
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.
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Batch-specific Units of Measure in Logistics
BatchBatch-specific UoM Batch management
Procurement
Production
Warehouse mgmt
SD Warehouse mgmt
A
A B
B
A A
Purch. order W/house
Process/ production order
A
Sales order W/house
© SAP AG 1999
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.
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Integration: Summary
You are now able to: Outline the assumptions underlying the design of the batch-specific material units of measure Explain how the new functionality is integrated into the data environment of batch management and existing logistics processes
© SAP AG 1999
(C) SAP AG
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Data Concept in Active Ingredient Management Contents: The Central Unit of Measure for Active Ingredients Relationship Between Units of Measure Maintenance of Units of Measurement in Customizing Percentage and User-defined Calculation Linking of Master Data I Linking of Master Data II Active Ingredient Content in the Specification Active Ingredient Characteristic: Special Features Classification Maintenance in the Material Master Maintenance of Units of Measure in the Material Master Activating Active Ingredient Management in Customizing © SAP AG 1999
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Data Concept: 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 units of measure and convert quantities from one unit into another Understand how the active ingredient content forms part of the batch specification Maintain active ingredient characteristics and batch classes
© SAP AG 1999
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Data Concept: Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
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Data Concept: Business Scenario
Your company wishes to use Active Ingredient Management. Employees of the company familiarize themselves with the system requirements with regard to Customizing and the setting up of master data.
© SAP AG 1999
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The Central Unit of Measure for Active Ingredients
Proportion unit BOM
Sales
Inventory mgmt C B
Purchasing
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.
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Relationship Between Units of Measure
Proportion unit Ratio
Grams of active ingredient per liter
Grams of act. ingr. GAI
= Base unit of measure
G/L
Liter
L
© SAP AG 1999
The base unit of measure is the leading unit of measure for a material containing active ingredients. The postings are carried out in this unit. If an entry is made in a proportion unit, the system converts this to the base unit of measure before posting. The proportion unit relates to the active ingredient. If several active ingredients have to be represented for a material, different proportion units must also be defined in order to be able to clearly differentiate between the ingredients. You define a conversion ratio in order to convert quantities between the proportion unit and the base unit of measure. This ratio constitutes a separate unit of measurement. In this example, the active ingredient is measured in grams. GAI has been defined as the proportion unit, i.e. for the specific purpose of "measuring an active ingredient". The grams of active ingredient relate to one liter of the physical quantity. This ratio is recorded in the unit of measurement G/L.
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Maint. of Units of Measurement in Customizing
Units of meas.
L
Liter
GC
Grams of concentrate
Dimension Volume
GCL Grams of concentrate/liter
Nondimensional
Should be treated as...
GC Grams of concentrate
Gram
Proportion units Measures an act. ingr.
© SAP AG 1999
All units of measurement to be used in Active Ingredient Management must have previously been defined in Customizing. Units of measurement to be used as proportion units may not be assigned to a dimension. In Customizing for Active Ingredient Management, a unit of measurement is assigned the role of the proportion unit. Active ingredients are measured in it. Some of the most common units of measurement for active ingredients are supplied with the standard system. However, a self-chosen definition for an active ingredient proportion can be entered as a unit of measurement at any time and designated an allowed proportion unit. To facilitate conversion into a standard unit of measure, the self-defined unit of measurement is assigned a reference.
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Percentage and User-defined Calculation
% calculation
User-def. calculation
Characteristic units of measure measure the active ingredient proportion in relation to the base unit of measure
© SAP AG 1999
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.
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Linking of Master Data I
Characteristic act. ingr. cont.
A
A
Batch 1 Batch 2
A Batch 3
Batch class
Specification passed on
Material
© SAP AG 1999
The active ingredient content of a material forms part of its specification. If this content is not constant, the material stocks with different specifications should be managed separately from each other. This is achieved in the R/3 system through use of Batch Management. Each batch has its own specification. Batch specifications are stored in characteristics of the Classification System. For this reason, the ratio between the active ingredient and the base quantity is linked to a characteristic, and the active ingredient content stored as the value assigned to the characteristic. The ratio thus becomes the unit of measurement of the characteristic. The active ingredient characteristic contains information regarding which active ingredient is involved and the relationship between the proportion of the physical quantity the ingredient represents and the base unit of measure. The ratio between the active ingredient content and the physical quantity is stored in a batch characteristic and thus becomes part of the specification. The material transfers the information to its batches.
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Linking of Master Data II
Material master View I = Ingr.
Ratio G/L Characteristic act. ingr. cont. Unit of meas. G/L
Batch class
GAI L
© SAP AG 1999
Active ingredient characteristics are assigned the special view 'S' within the batch class. Characteristics with this view are recognized during material master maintenance. The information for conversion beween active ingredient and physical quantity is adopted in the material master.
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Active Ingredient Content in the Specification
Material master Density 0.1 - 5 g/ccm
Batch
Density 1.1g/ccm Act. ingr. content 22 G/L
Act. ingr. cont. 20 - 23.5 G/L
Covering power 80 %
Covering power 50 - 100 %
© SAP AG 1999
In Batch Management in the R/3 System, the material passes on its specification to the batch. Depending on the system settings, either it is mandatory for the batch values to lie within the limits defined in the material master or these values are merely taken as defaults from that source. Since the active ingredient content is part of the specification of the material and its individual batches, the same logic applies. The active ingredient contents of the individual batches are checked against the data in the material master.
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Active Ingredient Characteristic: Special Features
Which active ingredient ?
Citrus aroma type 8334
Data type: numeric! GAI
What is the ratio?
G/L = L
Value assgt.: single value!
© SAP AG 1999
The characteristic description specifies the active ingredient to which the data relates. In this way, a unique assignment is created. For this reason, you should define one characteristic for each active ingredient. The relationship between active ingredient content and physical quantity must be specified as a unit of measurement when you create the characteristic. The characteristic must be numeric and have a single value.
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Classification Maintenance in the Material Master
View: Classification Shelf life expiration date
Material
Class type: Batches
Class for 'fruit juices'
Act. ingr. content Citrus aroma 0.2 - 0.4 G/L Flavors - Orange - Lemon
© SAP AG 1999
The active ingredient characteristic is assigned to the batch class and a value is assigned to it in the material master. As in the case of other batch characteristics, you can specify either an interval or a discrete value. The entry in the material master is the planned value that is either mandatory or optional depending on how the classification data has been maintained.
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Maintaining Units of Measurement in Mat. Master
View: Proportion/product unit of measure
Char. Citrus aroma
UoM
Prop. unit
Grams/liter
GAI
Pl. value 0.3 G/L
Material
GK L X 30
Prop. unit GC
Y
Base UoM
100
Liter
© SAP AG 1999
After the classification view has been maintained, any active ingredient characteristics are known to the system. You must complete the information in the Proportion/Product Unit view: The system expects a planned value for the active ingredient proportion. The planned value specifies the assumed mixing ratio between active ingredient and physical quantity in the characteristic unit of measurement. If the actual active ingredient content of a batch is not known for a certain 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.
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Activating Active Ingredient Mgmt in Customizing
Activate active ingredient mgmt?
Material
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.
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Data Concept: Summary
You are now able to: Describe the central role of proportion units within active ingredient management Explain how units of measure are defined and how to convert quantities from one unit into another Understand how the active ingredient content forms part of the batch specification
© SAP AG 1999
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Data Concept in Active Ingredient Management-1 Exercises Unit:
Data Concept in Active Ingredient Management
Topic:
Creating Proportion Units and Conversion Ratios
At the conclusion this exercise, you will be able to: • Create your own units of measurement and define them as proportion units and conversion ratios
You have a material that contains a key active ingredient. You want to change the logistical processing of the material. You want to be able to use both the material quantity, as you have done up to now, and also the quantity of active ingredient that the material contains. You want to achieve this objective 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 is to serve as a proportion unit. Remember that this unit must be nondimensional. 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. The entry of an ISO code on the Details screen for the unit of measurement is not mandatory.
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. The entry of an ISO code on the Details screen for the unit of measurement is not mandatory.
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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 the base unit of measure KG (kilogram). The base unit of measure that you use in the ratio should belong to the same dimension (mass).
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Data Concept in Active Ingredient Management-2 Exercises Unit: Data Concept in Active Ingredient Management Topic: Creating Master Data in the Classification System At the conclusion this exercise, you will be able to: • Maintain active ingredient characteristics and batch classes
You want to specify the expected active ingredient content in the material master record. You want to show the actual active ingredient content of each individual batch in the system. 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 satisfies the following requirements:
•
The key should end with your group number.
•
The active ingredient should be clearly designated 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.
•
Use this unit of measurement as the unit for your characteristic.
•
Enter all other format data as desired.
•
Define a value interval for the characteristic. 1-2
Assign active ingredient characteristic to class Data has already been prepared for your group. Assign your characteristic to your class AICL00010## for the view S.
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Data Concept in Active Ingredient Management-3 Exercises Unit: Data Concept in Active Ingredient Management Topic: Material Master Maintenance from the Active Ingredient Management Viewpoint At the conclusion 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 the active ingredient data for a material. You want to store an allowed value interval for the active ingredient content of batches in the material master record. You want to enter a planned value for the active ingredient content in the material master.
1-1
Maintain active ingredient data for a material Check the data sheet to see 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 Enter data in the Proportion/Product Unit view. To use the proportion unit, you must first:
•
Assign a planned value to the ratio active ingredient/physical quantity.
•
Choose a proportion unit 1-1-3 Check the conversion ratio in the unit of measure table in the material master.
(C) SAP AG
•
Active Ingredient Management is activated in the training system.
•
In your batch class, the application view S is set in the basis data.
•
A batch management requirement and individual batch valuation have been specified for your material master record AI-1202-0##.
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Data Concept in Active Ingredient Management-1 Solutions
1-1
Unit:
Data Concept in Active Ingredient Management
Topic:
Creating Proportion Units and Conversion Ratios
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 Pushbutton Units of measurement (nondimensional) Unit of measurement - Create
1-2
Field name or data type
Values
Internal unit of measurement
A##
Commercial format
A##
Technical format
A##
Unit of measurement text, commercial
For example, ‘active ingredient’
Unit of measurement text, technical
For example, ‘AI’
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 Pushbutton Units of measurement (nondimensional) Unit of measurement - Create
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Field name or data type
Values
Internal unit of measurement
V##
Commercial format
V##
Technical format
V##
Unit of measurement text, commercial
For example, ‘active ingredient proportion’ LO955
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Unit of measurement text, technical 1-3
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For example, ‘AIP’
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 Units of Measure Make a new entry for the unit of measure A##. It should be capable of being used as a proportion unit. Also enter A## as the reference unit of measure. However, you can also enter kilogram4.
Field name or data type
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 Pushbutton New entry Field name or data type
Values
Unit of measurement of characteristic
V##
Proportion/product unit
A##
Base unit of measure
KG
4 In this way, you could measure a characteristic in percent and specify in the material master that the A## proportion is thus to be measured in relation to kilograms. Step 1-4 would not then apply.
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Data Concept in Active Ingredient Management-2 Solutions Unit: Data Concept in Active Ingredient Management 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 Note the instructions in the exercise text.
1-2
Assign active ingredient characteristic to class Logistics → Central Functions → Batch Management → Environment → Classification System → Master Data → Classes or Logistics → Central Functions → Classification System → Master Data → Classes Class → Change Assign your characteristic to your class AICL00010## for the view S.
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Data Concept in Active Ingredient Management-3 Solutions Unit: Data Concept in Active Ingredient Management Topic: Material Master Maintenance from the Active Ingredient Management Viewpoint
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 values to the active ingredient characteristic. 1-1-2 In the Basic Data view, under Additional data, choose the Proportion/Product Unit view. Enter A in the Units meas. use field. Enter the required data.
Field name or data type
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/Product Unit view, click the tab page button and choose Units of measure.
(C) SAP AG
LO955
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SAP - Knowledge Management
•
[MM]
LO955 Batch Management
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
•
A batch management requirement and individual batch valuation have been specified for your material master record AI-1202-0##. Logistics → Central Functions → Batch Management → Environment → Material Master → Material → Create Purchasing view (Batch mgmt reqmt indicator) Accounting view (Valuation category indicator = X)
(C) SAP AG
LO955
17-26
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
18-1
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
18-2
SAP - Knowledge Management
[MM]
LO955 Batch Management
Active Ingredient Prices: Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
LO955
18-3
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
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SAP - Knowledge Management
[MM]
LO955 Batch Management
Standard Price per Active Ingredient
Proportion unit Material
Orange juice
Standard price:
Valuation area
1000
GAI
0.50 per proportion unit
© 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.
(C) SAP AG
LO955
18-5
SAP - Knowledge Management
[MM]
LO955 Batch Management
Valuation of Single Batches Based on Act. Ingredients
$0.50 per GAI (gram of active ingred.)
A Batch 2
Physical quantity: 100 L
A
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
Batch 1A Batch 3
Valuation of single batches
X
Material © 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.
(C) SAP AG
LO955
18-6
SAP - Knowledge Management
[MM]
LO955 Batch Management
Valuation Based on Several Active Ingredients
View: Proportion/product unit of measure
Material Char.
Pl. value
Citrus aroma
0.3 G/L
Fruit juice concentrate
10 %
UoM Gram/liter Percent
Act. ingr. value, citrus aroma Active ingr. value: fruit juice concentrate
Σ
Prop. unit Valuated prop. GAI GK
1 1
Total value of batch
© SAP AG 1999
For each active ingredient that is to be assigned an active ingredient price, the Valuated proportion indicator must be set in the material master record. You can flag several active ingredients in a material as Valuated proportion. The sum of all the individual active ingredient values then constitute the total batch value. This value in relation to the batch stock in the base unit of measure yields the standard price for the batch.
(C) SAP AG
LO955
18-7
SAP - Knowledge Management
[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
18-8
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
18-9
SAP - Knowledge Management
[MM]
LO955 Batch Management
Active Ingredient Prices 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.
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18-10
SAP - Knowledge Management
[MM]
LO955 Batch Management
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?
(C) SAP AG
LO955
18-11
SAP - Knowledge Management
2-1
[MM]
LO955 Batch Management
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?
(C) SAP AG
LO955
18-12
SAP - Knowledge Management
[MM]
LO955 Batch Management
Active Ingredient Prices 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
Field name or data type
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
Field name or data type
Values
Material
AI-1202-0##
View
Basic data
Complete the Proportion/Product Unit view under Additional data. Activate the Valuated proportion field.
(C) SAP AG
LO955
18-13
SAP - Knowledge Management
1-2
[MM]
LO955 Batch Management
Create valuation record Logistics → Central Functions → Batch Management → Batch-Specific Units of Measure → Standard Price → Create
1-3
Field name or data type
Values
Material
AI-1202-0##
Plant
1100
Unit of measure
A##
‘Other’ goods receipt Logistics → Materials Management → Inventory Management→ Goods Movement → Goods Receipt → Other Field name or data type
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:
(C) SAP AG
Quantity
1000 KG
Batch number
Any
Active ingredient proportion
Enter a value that differs from the planned value
LO955
18-14
SAP - Knowledge Management
1-4
[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
18-15
SAP - Knowledge Management
2-1
[MM]
LO955 Batch Management
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
Field name or data type
Values
Material
AI-1000-0##
View
Sales and distribution: SalesOrgData 1
Organizational levels
Values
Plant
1100
Storage location
0001
Sales organization Distribution channel
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
(C) SAP AG
Field name or data type
Values
Material
AI-1000-0##
Plant
1100
Storage location
0001
Quantity
1000 L
Batch number
Any
Active ingredient proportion
Enter a value that differs from the planned value
LO955
18-16
SAP - Knowledge Management
2-3
[MM]
LO955 Batch Management
Create standard order Logistics → Sales and Distribution → Sales → Order → Create
Field name or data type
Values
Order type
Standard order
Sales organization
1020
Distribution channel
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.
(C) SAP AG
LO955
18-17
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
19-1
SAP - Knowledge Management
[MM]
LO955 Batch Management
Actual and Planned Values: 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 Outline the purpose and effect of the inventory correction factor
© SAP AG 1999
(C) SAP AG
LO955
19-2
SAP - Knowledge Management
[MM]
LO955 Batch Management
Actual and Planned Values: Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
LO955
19-3
SAP - Knowledge Management
[MM]
LO955 Batch Management
Actual and Planned Values: Business Scenario
Your company wants to be able to map all logistics processes on the basis of the active ingredients contained in batches of a material. It should be possible to use the typical active ingredient proportion in the relevant material as the basis for stock displays, Controlling projections, and MRP runs also in the case of ingredient proportions that have not yet been valuated.
© SAP AG 1999
(C) SAP AG
LO955
19-4
SAP - Knowledge Management
[MM]
LO955 Batch Management
From Planned Value to Actual Value
Planned values Bill of material
Purch. order
Reservation
Process/ production order
Sales order
Job-order costing
Delivery
Goods Goods movement movement Invoice verification
? =
Actual values
© 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.
(C) SAP AG
LO955
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SAP - Knowledge Management
[MM]
LO955 Batch Management
Planned and Actual Values in the Master Data
Material
Char. Citrus aroma Fruit juice concentrate
View: Proportion/ product unit
Plan value 0.3 G/L
Leading proport.
1
A Batch
Actual value 0.28 G/L
10 %
© SAP AG 1999
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.
(C) SAP AG
LO955
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SAP - Knowledge Management
[MM]
LO955 Batch Management
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
2
Current stock/reqmt overview Overview of availability
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.
(C) SAP AG
LO955
19-7
SAP - Knowledge Management
[MM]
LO955 Batch Management
Actual and Planned Values: Summary
You are now able to: Explain how planned and actual values are used in Active Ingredient Management Outline the purpose and effect of the inventory correction factor
© SAP AG 1999
(C) SAP AG
LO955
19-8
SAP - Knowledge Management
[MM]
LO955 Batch Management
Actual and Planned Values of AI Proportions-1 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 active ingredient content 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 active ingredient content 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 the base unit of measure. Enter a batch number of your choice or accept a number assigned manually. Do not valuate the characteristic active ingredient.
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SAP - Knowledge Management
[MM]
LO955 Batch Management
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 active ingredient content. 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 to unrestricted stock. The batch is released.
1-7
Batch classification has been assigned values from QM. Check the result. Display batch classification.
1-8
Quality inspection has found that the active ingredient content does not correspond with the planned value. An adjustment posting for the goods receipt is thus required. 1-8-1 Trigger a posting that is based on the goods entry inspection lot for the purchase order. 1-8-2 Check the purchase order history once again. What do you find?
1-9
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.
(C) SAP AG
LO955
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SAP - Knowledge Management
1-10
[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
19-11
SAP - Knowledge Management
[MM]
LO955 Batch Management
(C) SAP AG
LO955
19-12
SAP - Knowledge Management
[MM]
LO955 Batch Management
Actual and Planned Values of AI Proportions-3 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.
(C) SAP AG
LO955
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SAP - Knowledge Management
1-2
[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
19-14
SAP - Knowledge Management
[MM]
LO955 Batch Management
Actual and Planned Values of AI Proportions-1 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.
(C) SAP AG
LO955
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SAP - Knowledge Management
1-2
[MM]
LO955 Batch Management
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
Proportion/product unit
KI1
The valuation price for 100 KI1 is 15 UNI.
(C) SAP AG
LO955
19-16
SAP - Knowledge Management
1-5
[MM]
LO955 Batch Management
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
Organizational levels
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.
(C) SAP AG
LO955
19-17
SAP - Knowledge Management
[MM]
LO955 Batch Management
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
An adjustment posting for the goods receipt is thus required. 1-8-1 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 1-8-2 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.
1-9
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
(C) SAP AG
Values LO955
19-18
SAP - Knowledge Management
[MM]
Material
AI-1201-0##
View
Accounting view 1
Organizational levels
Values
Plant
1100
Batch = valuation category
See exercise 1-2-2
LO955 Batch Management
The batch is now valuated differently due to the different active ingredient content.
(C) SAP AG
LO955
19-19
SAP - Knowledge Management
1-10
[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
19-20
SAP - Knowledge Management
[MM]
LO955 Batch Management
Actual and Planned Values of AI Proportions-2 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
Field name or data type
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
Field name or data type
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.
(C) SAP AG
LO955
19-21
SAP - Knowledge Management
1-4
[MM]
LO955 Batch Management
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
(C) SAP AG
LO955
19-22
SAP - Knowledge Management
[MM]
LO955 Batch Management
Actual and Planned Values of AI Proportions-3 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
(C) SAP AG
Field name or data type
Values
Movement type
521
Plant
1100
Storage location
0001
Material
AI-1000-0##
Quantity
100 liters
Batch number
Any
Active ingredient proportion
Not 0.1000 LSL for example, 0.3000 LSL or 0.02 LSL
LO955
19-23
SAP - Knowledge Management
1-2
[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
19-24
SAP - Knowledge Management
[MM]
LO955 Batch Management
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.
(C) SAP AG
LO955
19-25
SAP - Knowledge Management
[MM]
LO955 Batch Management
Data Concept in Product Quantity Management
Contents: The Central Unit of Measure for Product Quantities Relationship Between Units of Measure Maintenance of Units of Measurement in Customizing User-defined Calculation Linking of Master Data Material Master Maintenance The Product Quantity in the Specification Classification Maintenance in the Material Master Maintaining Units of Measurement in the Mat. Master Activating Product Quantity Management © SAP AG 1999
(C) SAP AG
LO955
20-1
SAP - Knowledge Management
[MM]
LO955 Batch Management
Product Quantity Management: Unit Objectives
At the conclusion of this unit, you will be able to: Carry out the steps necessary to maintain data in product quantity management Explain how units of measure are defined and how to convert quantities from one unit into another Create units of measure and define them as product units Describe the how product quantity management is integrated with batch management Maintain quantity characteristics as class characteristics © SAP AG 1999
(C) SAP AG
LO955
20-2
SAP - Knowledge Management
[MM]
LO955 Batch Management
Product Quantity Management: Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
LO955
20-3
SAP - Knowledge Management
[MM]
LO955 Batch Management
Product Quantity Management: Business Scenario
A company produces and stores steel beams in the base unit of measure "kilogram". The beams vary slightly in length, and thus also in weight. It should also be possible to show the stock of this material as the number of beams on hand (that is to say, in the unit "piece"). In the same way, all other Logistics applications should be able to use this material in the unit of measure "piece". In addition, the correct weight should be assigned to each piece of this material (that is, to each individual beam).
© SAP AG 1999
(C) SAP AG
LO955
20-4
SAP - Knowledge Management
[MM]
LO955 Batch Management
The Central Unit of Measure for Product Quantities
Product unit BOM
Sales
Inventory mgmt C B
Purchasing
A
B
B
© SAP AG 1999
The product unit runs like a thread through the applications and is used to replicate the alternative unit of measure of a material in a batch. The conversion ratio between the product unit and the base unit of measure is continuously available and can be displayed by each of the relevant applications. Unlike in Active Ingredient Management, when you make a specification in the product unit, the entire stock - not 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.
(C) SAP AG
LO955
20-5
SAP - Knowledge Management
[MM]
LO955 Batch Management
Relationship Between Units of Measure
Product unit Ratio
Piece PC Weight per piece
KPP
= Base unit of measure Kilogram
KG
© SAP AG 1999
The base unit of measure is the leading unit of measure for a material. If an entry is made in the product unit, the system converts this to the base unit of measure before posting. The product unit relates to the entire stock of a batch. If there are several alternative units of measure which may have different ratios to the base unit depending on the specific batch in question, different product units must be used to represent the alternatives. The conversion formula for conversions between the product unit and the base unit of measure is stored in the form of a ratio. This ratio 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. Conversion from the base unit of measure KG is carried out on a batch-specific basis. This ratio is recorded in the unit of measurement KPP (kilogram per piece).
(C) SAP AG
LO955
20-6
SAP - Knowledge Management
[MM]
LO955 Batch Management
Maint. of Units of Measurement in Customizing
Units of meas.
Dimension Weight
KG
Kilogram
PC
Pieces/steel beams
KPP Weight per piece (steel beam)
Nondimensional
Should be treated as...
PC Pieces/steel beams Product units
Alternative product unit
© SAP AG 1999
All units of measurement to be used in product quantity management must have previously been defined in Customizing. Units of measurement to be used as product units should not be assigned to a dimension. The role of the product unit is assigned to a unit of measurement in Customizing for Product Quantity Management. Stocks of the material can be shown in this unit. Quantity conversions are carried out on a batch-specific basis from the base unit of measure KG. Some of the most common units of measurement for the product unit are supplied with the standard system. However, a self-chosen definition for an alternative unit of measure can be entered as the unit of measurement and designated an allowed product unit at any time. To facilitate conversion into a standard unit of measure, the self-defined unit of measurement is assigned a reference.
(C) SAP AG
LO955
20-7
SAP - Knowledge Management
[MM]
LO955 Batch Management
User-defined Calculation
Base unit of measure = KG Product unit = PC Calculation Define base quantity from product quantity
Calculation Define product quantity from base quantity
KPP
PPK
KG/PC
PC/KG
Define the conversion factor in such a way that the result is > 1. © SAP AG 1999
Example The quantity in the product unit PC is converted to the quantity in the base unit of measure KG on a batch-specific basis. This 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) delivers plausible results 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 generally be greater than 1.
(C) SAP AG
LO955
20-8
SAP - Knowledge Management
[MM]
LO955 Batch Management
Linking of Master Data
Characteristic weight per pc
A
A
Batch 1 Batch 2
A Batch 3
Batch class
Specification passed on
Material
© SAP AG 1999
The ratio between the product unit and the base unit of measure is stored in a batch characteristic and thus becomes part of the specification. The material transfers the information to its batches.
(C) SAP AG
LO955
20-9
SAP - Knowledge Management
[MM]
LO955 Batch Management
Material Master Maintenance
Material master View S= Subst.
Ratio KPP Characteristic weight per pc Unit of meas. KPP
Batch class
KG PC
© SAP AG 1999
Product unit characteristics are assigned the special view 'S' within the batch class. Characteristics with this view are recognized during material master maintenance. The information for conversion beween product unit and base unit of measure is adopted in the material master.
(C) SAP AG
LO955
20-10
SAP - Knowledge Management
[MM]
LO955 Batch Management
The Product Quantity in the Specification
Material master Origin USA, Switzerland
Batch
Origin USA Weight 120 KPP
Weight per pc 120 - 125 KPP
Test certificate 3.1B
Test certificate 3.1A 3.1B
© SAP AG 1999
In Batch Management in the R/3 System, the material passes on its specification to the batch. Depending on the system settings, either it is mandatory for the batch values to lie within the limits defined in the material master or these values are merely taken as defaults from that source. Since the product quantity characteristic is part of the specification of the material and its individual batches, the same logic applies. The exact product quantities in the individual batches are checked against the data in the material master.
(C) SAP AG
LO955
20-11
SAP - Knowledge Management
[MM]
LO955 Batch Management
Classification Maintenance in the Material Master
View: Classification
Origin USA Switzerland
Material
Class type: Batches
Class for ‘steel beams’
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.
(C) SAP AG
LO955
20-12
SAP - Knowledge Management
[MM]
LO955 Batch Management
Maintaining Units of Measurement in Mat. Master
View: Proportion/product unit of measure
Char. Weight per pc
Pl. value 120 KPP
UoM 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, any product quantity characteristics are known to the system. You must complete the information in the Proportion/Product Unit view: The system expects a planned value for the conversion to the base unit of measure. The planned value specifies the assumed conversion ratio between the product quantity and the base unit of measure in the characteristic unit of measurement. If the concrete product quantity of a batch is not known for a certain transaction, the system uses the planned value from the material master. The planned value for the conversion between product quantiy and base unit of measure is transferred to the units of measure table automatically.
(C) SAP AG
LO955
20-13
SAP - Knowledge Management
[MM]
LO955 Batch Management
Activating Product Quantity Management
Activate product qty management?
Material
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.
(C) SAP AG
LO955
20-14
SAP - Knowledge Management
[MM]
LO955 Batch Management
Product Quantity Management: Summary
You are now able to: Carry out the steps necessary to maintain data in product quantity management Explain how units of measure are defined and how to convert quantities from one unit into another Create units of measure and define them as product units Describe the how product quantity management is integrated with batch management Maintain product quantities as class characteristics
© SAP AG 1999
(C) SAP AG
LO955
20-15
SAP - Knowledge Management
[MM]
LO955 Batch Management
Data Concept in Product Quantity Management Exercises Unit:
Data Concept in Product Quantity Management
Topic:
Defining and Using Product Units
At the conclusion this exercise, you will be able to: • Create your own units of measurement and define them as conversion ratios • Create characteristics to describe a product quantity 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 the product unit and base unit of measure in the system A material Steel beam, managed in the base unit kilogram, consists of individual pieces that vary in length. Each beam (piece) is roughly 2 meters long and weighs 20 kilograms. Slight 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 ratio at material level is not enough. Each batch requires an exact, individual conversion ratio. You want to achieve this objective with the aid of Product Quantity Management.
1-1
Create unit of measurement (for the characteristic describing the ratio of the product quantity to the base unit) Create your own unit of measurement. It should then be used to carry out conversions between the physical quantity and the product unit of measure. You will use this unit to measure the ratio kilogram/piece. The new unit of measurement should be nondimensional. 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. The entry of an ISO code on the Details screen for the unit of measurement is not mandatory.
1-2
Define product unit Verify whether the unit of measure piece can be used as a product unit.
(C) SAP AG
LO955
20-16
SAP - Knowledge Management
1-3
[MM]
LO955 Batch Management
Define ratio unit Define the ratio between physical quantity and product quantity for the unit of measurement from 1-1 [U##]. Define the relationship of the unit of measure piece (as the product unit) and kilogram (as the base unit of measure) to the unit of measure U##. Define the ratio in such a way that the characteristic value will normally be a number greater than 1. 5
1-4
Create characteristic In the classification system, create a characteristic that satisfies the following requirements:
•
The key should end with your group number.
•
The conversion ratio between piece and kilogram should be clearly defined 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 product quantity.
•
Use this unit of measurement as the unit for your characteristic.
•
The characteristic should have three places before and three after the decimal point.
•
Define a value interval for the characteristic (1 piece weighs roughly 20 KG).
•
Allow the characteristic for class types 023 and 022. 1-5
Assign the characteristic to a class Create a new class PM## for steel beams. Note that the substance view has to be available at header level so that a planned value can be stored at material level for product quantities or active ingredients. Assign your new characteristic to the class and think about the substance view at characteristic level too.
5 For example, if 1 PC = 100 KG, then the quotient is best defined with KG/ST. Since KG is the base unit of measure, you choose Define calculation of base quantity from product quantity.
(C) SAP AG
LO955
20-17
SAP - Knowledge Management
1-6
[MM]
LO955 Batch Management
Create a new material. You can use the copying facility. The reference material is Y-351. Create a new finished product PM-1000-0## for plant 1100. Adopt 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 beam".
•
Delete the assignment to a batch class. Edit the views you have chosen and then save. 1-7
Maintain product quantity for a material Change your material PM-1000-0##. Choose the Classification and Purchasing views.
1-8
1-7-1
In the Classification view, assign your new class PM## and assign a plausible value range to the characteristic.
1-7-2
From the Purchasing screen, go to the additional data and choose the proportion/product unit view. 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 for the planned value.
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 a new batch. The weight per piece differs from the planned value.
1-9
Display the material document. Call up the item details. To display the relation between piece and kilogram in the batch, choose Goto → More functions → Quantity conversion.
1-10
Call up the current stock/requirements list for material PM-1000-0##. Also activate the display of the available quantity in the product unit.
(C) SAP AG
LO955
20-18
SAP - Knowledge Management
[MM]
LO955 Batch Management
Data Concept in Product Quantity Management Solutions
1-1
Unit:
Data Concept in Product Quantity Management
Topic:
Defining and Using Product Units
Create unit of measurement (for the characteristic describing the ratio of the product quantity to the base unit) Customizing (Tools → AcceleratedSAP → Customizing → Edit Project. Goto → SAP Reference IMG) Global Settings → Check units of measurement Pushbutton Units of measure (nondimensional) Unit of measurement - Create
1-2
Field name or data type
Values
Internal unit of measurement
U##
Commercial format
U##
Technical format
U##
Unit of measurement text, commercial
For example, KG/PC
Unit of measurement 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 Units of Measure The unit of measure piece is listed. It can thus be used as a proportion unit or product unit.
(C) SAP AG
LO955
20-19
SAP - Knowledge Management
1-3
[MM]
LO955 Batch Management
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 Pushbutton New entry
1-4
Field name or data type
Values
Unit of measurement of characteristic
U##
Base unit of measure
KG
Batch-specific UoM
PC
Create characteristic Logistics → Central Functions → Batch Management → Environment → Classification System → Master Data → Characteristics or Logistics → Central Functions → Classification System → Master Data → Characteristics Note the instructions in the exercise text, in particular:
1-5
Field name or data type
Values
Unit of measurement of characteristic
U##
No. of characters
6
Decimal places
3
Values
17 - 25 U##
Assign active ingredient characteristic to class Logistics → Central Functions → Batch Management → Environment → Classification System → Master Data → Classes or Logistics → Central Functions → Classification System → Master Data → Classes Class → Create
(C) SAP AG
LO955
20-20
SAP - Knowledge Management
1-6
[MM]
Field name or data type Class
Values PM##
Description
Class for steel beams
Application view
S
Characteristic
See exercise 1-4
Application view
S
LO955 Batch Management
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
Mechanical engineering
Material type
Finished product
Template
Y-351
Views
Values
Views
Basic data 1 Classification Purchasing Accounting 1
Organizational levels
Values (new material and template)
Plant
1100
Field name or data type
Values
Material short text
2 meter steel beam
Class assignment
Delete
Edit all the views you have chosen and then save.
(C) SAP AG
LO955
20-21
SAP - Knowledge Management
1-7
[MM]
LO955 Batch Management
Maintain product quantity 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 assign values 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/Product Unit view. Enter B in the Units meas. use field. Enter the required data. Field name or data type
Values
Planned value
20 U## ( = KG/PC)
Proportion/product unit
PC
1-7-3 In the Proportion/Product Unit view, click the tab page button and choose Units of measure. The conversion is carried out at the planned value of 1 piece/20 KG.
(C) SAP AG
LO955
20-22
SAP - Knowledge Management
1-8
[MM]
LO955 Batch Management
Goods receipt without purchase order Logistics → Materials Management → Inventory Management→ Goods Movement → Goods Receipt → Other
1-9
Field name or data type
Values
Movement type
501
Plant
1100
Storage location
0001
Material
PM-1000-0##
Quantity
100 pieces
Batch number
Any
Active ingredient proportion
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 ratio shows that the batch contains 100 pc steel beams, 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 Enter kilogram (= base unit of measure) in the first field for units, and PC (=product unit) in the second. Choose ENTER to get the system to generate the additional column for displaying the available quantity in the product unit. The available quantities are shown correctly in both units of measure.
(C) SAP AG
LO955
20-23
SAP - Knowledge Management
[MM]
LO955 Batch Management
Product Units - Stock Transfer
Contents: Quantity Conversion with Product Unit Quantity Conversion in Inventory Management Stock Transfer – Cases Stock Transfer with Product Unit
© SAP AG 1999
(C) SAP AG
LO955
21-1
SAP - Knowledge Management
[MM]
LO955 Batch Management
Product Units of Measure: Unit Objectives
At the conclusion of this unit, you will be able to: Carry out stock transfers involving batches to which varying conversion factors apply for the conversion of quantities from the base unit of measure into an alternative unit and vice versa.
© SAP AG 1999
(C) SAP AG
LO955
21-2
SAP - Knowledge Management
[MM]
LO955 Batch Management
Product Units of Measure: Overview Diagram Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
LO955
21-3
SAP - Knowledge Management
[MM]
LO955 Batch Management
Product Units of Measure: Business Scenario
Again and again, your enterprise is faced with the situation in which stocks of a material handled in batches have to be transferred to other batch stocks whose conversion factor between the alternative and base units of measure differs from that of the batch from which the transfer is made.
© SAP AG 1999
(C) SAP AG
LO955
21-4
SAP - Knowledge Management
[MM]
LO955 Batch Management
Quantity Conversion with Product Unit
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
Goal: 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.
(C) SAP AG
LO955
21-5
SAP - Knowledge Management
[MM]
LO955 Batch Management
Quantity Conversion in Inventory Management
Sections, steel sheets
Stockkeeping unit: Batch unit: Batch properties:
KG PC
- Fusion number - Origin - Certificate - Length (!) 6000 mm Fixed batch conversion factor
© SAP AG 1999
Scenario: The conversion factor is specified for a batch. All pieces are roughly the same weight. All goods movements are carried out with the conversion factor for this batch.
(C) SAP AG
LO955
21-6
SAP - Knowledge Management
[MM]
LO955 Batch Management
Stock Transfer – Cases
Issuing batch
Receiving batch Existing batch, same conversion factor
Existing batch, different conversion factor
New batch
© SAP AG 1999
Stock transfers between batches with different conversion factors in one or more product units are fundamentally possible (T160M). The transferred quantity is checked for errors after the decimal point with the conversion factor of the receiving batch. Example: Numbers of pieces are defined as whole numbers. Weight per piece, issuing batch 300 kg Weight per piece, receiving batch 330 kg Stock transfer of 300 kg = 0.91 pc Error after decimal point Stock transfer of 330 kg = 1.0 pc OK
(C) SAP AG
LO955
21-7
SAP - Knowledge Management
[MM]
LO955 Batch Management
Stock Transfer with Product Unit
Issuing batch Coil1
Receiving batch Coil2
Weight per pc Ø 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 with reversal of a goods movement: Goods receipt of 3 pc 900 kg (weight per pc 300kg) Goods issue of 1 pc 300 kg (weight per pc 300 kg) Stock transfer of 1 pc @ 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)
(C) SAP AG
LO955
21-8
SAP - Knowledge Management
[MM]
LO955 Batch Management
Summary
You are now able to: Carry out stock transfers involving two batches each having a different conversion factor for the conversion of quantities from the base unit of measure into an alternative unit or vice versa
© SAP AG 1999
(C) SAP AG
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SAP - Knowledge Management
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LO955 Batch Management
Summary (1)
Introduction
Availability Check for Batches
Master Data
Batch Determination
Batch Levels
Price Determination
Batch Specification
Batch Status Management
Batch
?
Shelf Life Expiration Date
Batch
Batch
Batch
XXXX + YYY = ZZZZ
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Batch Where-used List Batch
Batch
© SAP AG 1999
(C) SAP AG
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LO955 Batch Management
Summary (2) Batch Specification and Quality Management
Active Ingredient Prices
Batch
Appendix: Batch Creation in Batch Process Manufacturing
Act. and Planned Values of AI Proportions
Optimized Batch Processing
Prod. Quantity - Design and Data Concept
Batch
Batch-specific Units of Measure
Product Units of Measure Stock Transfers
Integration of Batchspecific Units of Measure
Summary
Active Ingred. Management Design and Data Concept © SAP AG 1999
(C) SAP AG
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LO955 Batch Management
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
(C) SAP AG
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Appendix
Contents: Menu Paths
© SAP AG 1999
(C) SAP AG
SAP - Knowledge Management
[MM]
LO955 Batch Management
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 (C) SAP AG
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Activity
Menu Path
Class
Logistics → Central Functions → Classification → 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
(C) SAP AG
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Activity
Menu Path → Quality Inspection → Worklist → 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
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Activity
Menu Path
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
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Activity
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Menu Path 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 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 (C) SAP AG
Menu Path LO955
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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 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
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