155 BPP 62 en in-Batch Clss1

SAP ECC 6.0 EhP3

August 2008

English

Create Batch Classification (155.62)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Master Data Procedure

SAP Best Practices Create Batch Classification (155.62): MDP

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Cross-references to other documentation.

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Contents

1 Purpose........................................................................................................................................ 5

2 Prerequisites................................................................................................................................ 5

2.1 Roles..................................................................................................................................... 5

3 Process Steps.............................................................................................................................. 5

3.1 Creating Characteristics........................................................................................................5

3.2 Creating Classes................................................................................................................... 7

3.3 Creating Sort Sequences......................................................................................................8

3.4 Assigning Class to Materials and Activating Batch Management..........................................9

3.5 Defining Batch Search Strategy for Inventory Management................................................10

3.6 Defining Batch Search Strategy for SD...............................................................................12

3.7 Defining Batch Search Strategy for PP...............................................................................13

4 Appendix.................................................................................................................................... 15

4.1 Reversal of Process Steps..................................................................................................15



Create Batch Classification

3. PurposeIn this document, a batch classification is created.

4. Prerequisites

a. Roles

UseThe following roles must have been installed to allow the relevant activities to be carried out in the SAP NetWeaver Business Client (NWBC). In addition, they must be assigned to the user or users who will perform the process steps described in this document. You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.

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

Business role Technical name Process step

Engineering Specialist

SAP_BPR_ENG_SPECIALIST_EX-S

Creating Characteristics, Creating Classes; Creating Sort Sequences; Defining Batch Search Strategy for PP

Warehouse Specialist SAP_BPR_WAREHOUSESPECIALIST-S

Defining Batch Search Strategy for Inventory Management

Sales Administrator SAP_BPR_SALESPERSON-S Defining Batch Search Strategy for SD)

5. Process Steps

a. Creating Characteristics

UseIn this activity you create new characteristics for batch classification (only FIFO). For expiration data we use standard characteristics.

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

b-c



SAP ECC menu Logistics Central Functions Variant Configuration Environment Classification Master Data Characteristics

Transaction code CT04

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

Business role (name) Engineering Specialist (SAP_BPR_ENG_SPECIALIST_EX-S)

Business role menu Engineering Variant Configuration Characteristics

2. On the Characteristics screen, enter a characteristic name for your new characteristic and choose Create.

3. Make the following entries:

Field name Description User actions and values Comment

Characteristic Name

Enter a suitable name For example, YB_BATCH_NUMBER

Basic Data

Description Characteristics (FIFO)

Data Type CHAR

Number of Chars 10

Single Value X

Additional Data

Table Name MCH1

Field Name CHARG

4. Save your entries and create a second characteristic with the following values:


Characteristic Name

Enter a suitable name For example, YB_ SUPPLIER_BATCH_NUMBER

Basic Data

Description Enter description as needed

Data Type CHAR

Number of Chars 15

Single Value X

Additional Data

Table Name MCH1




Field Name LICHA

5. Save your entries.

Result

To generate a characteristic list, use transaction code CT10 (menu path Cross-Application

Components → Classification System → Environment → Reporting → Characteristics List).

For the expiration date search strategy, the standard characteristics LOBM_VFDAT (expiration date), LOBM_RLZ (remaining shelf life for batch) and LOBM_LFDAT (batch determination delivery date) are used.

b. Creating Classes

UseThe purpose of this activity is to prepare the master data for the search strategy (FIFO and Expiration Date)


Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics Central Functions Variant Configuration Environment Classification Master Data Classes

Transaction code CL02



Business role menu Engineering Variant Configuration Create Class

2. In the Class screen field, enter a class.

3. In class type field, enter 023, and choose Create.

4. On the Create Class: screen, make the following entries for the class used for FIFO, Expiration Date (MM) and Expiration Date (SD/PP) search strategy:

Field Name FIFO Expiration Date (MM) Expiration Date (SD/PP)

Class Enter a suitable name (for example YB_BATCH)

Enter a suitable name (for example YB_EXP_DATE_001)

Enter a suitable name (for example YB_EXP_DATE_002)

Description Enter a description Enter a description Enter a description



Field Name FIFO Expiration Date (MM) Expiration Date (SD/PP)

Status Released Released Released

Characteristics tab

Characteristic Enter characteristics you created in the section Create Characteristics (FIFO) (for example YB_BATCH_NUMBER)

LOBM_VFDAT LOBM_RLZ

LOBM_LFDAT

LOBM_VFDAT


Result

To generate a class list, use transaction code CL6AN (menu path Cross-Application

Components Classification System Environment Reporting Class List). To generate a

classification status report, use transaction code CL2A (menu path Cross-Application

Components Classification System Environment Reporting Classification Status).

c. Creating Sort Sequences

UseThe purpose of this activity is to create the sort sequence used to sort batches during batch determination.



SAP ECC menu Logistics Central Functions Batch Management Batch Determination Selection and Sort Sort Rule Create

Transaction code CU70Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business role


Business role menu Engineering Batches Create Sort Sequence

2. To maintain the necessary master data manually, enter the sort sequence as follows, choose Enter and make the following entries:



Field Name FIFO Expiration Date Comment

Sort Sequence Enter a suitable name for the FIFO sort sequence (for example YB_FIFO_SORT)

Enter a suitable name for the expiration date sort sequence (for example YB_EXP_DATE_SORT)

Description Sorting rule by batch number

Sorting rule by expiration date

Status 1-Released 1-Released

Characteristic name Enter the first characteristic you created in the section Create Characteristics (FIFO) (for example YB_BATCH_NUMBER)

LOBM_VFDAT

3. Save your entry.

ResultThe sort sequences were created.

Assigning Class to Materials and Activating Batch Management

UseThe purpose of this activity is to create the classification view of batch your materials and activate batch management

Procedure

To execute this activity, run one of the following scenarios depending on your material type:

155.25 - Create Raw (ROH) Material

155.26 - Create Semifinished Good (HALB) Material

155.27 – Create Trading Good (HAWA)Material

155.28 - Create Finished Good (FERT) Material (non configurable)

Defining Batch Search Strategy for Inventory Management

UseThe purpose of this activity is to create batch search strategies for Inventory Management.

Procedure



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


SAP ECC menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Inventory Management Create

Transaction code MBC1


Business role (name) Warehouse Specialist (SAP_BPR_WAREHOUSESPECIALIST-S)

Business role menu Warehouse Management Customer Returns Create MM Batch Search Strategy

2. On the Create Batch Search Strategy: Initial Screen, make the following entries:

Field name FIFO Expiration Date

Strategy type YB11 YB12

3. Choose Key Combination.

4. On the Key Combination popup screen, choose Movement Type / Material and choose Enter.

5. On the Create BP: Batch Number (YB11): Fast Entry screen, enter 601 in the field of Movement Type, 1000 in field Plant.

6. Make the following entries for Movement Type/Material:


Material Your material number Your material number

No. batch splits 99 99

Changes allowed X X

Dialog batch determination X X

Dialog UoM A A

Quantity proposal 1 1

Overdelivery allowed X X

7. Choose Enter.

8. Select the entered line and choose Selection criteria.

9. The batch class assigned to the material (for example, YB_BATCH for FIFO, YB_EXP_DATE_001 for Expiration Date) and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).

10. On the Create BP: Batch Number (YBXX): Fast Entry screen, select the entered line again and choose Sort.

11. On the Create BP: Batch Number (YBXX): Sort Rule screen, make the following entries:


Sort Rule Enter the sort rule you defined for FIFO (for

Enter the sort rule you defined for FIFO (for example



example YB_FIFO_SORT)

YB_EXP_DATE_SORT)

12. Choose Enter and Back (F3).


14. Repeat steps 3 to 11 for your material with the following movement types:

Movement Type Description Comment

601 (already done) GI for sales order 201 GI for cost center231 GI for sales order251 GI for sales261 GI for production order291 GI all acc. assigmts301 TF trfr plnt to plnt303 TF rem.fm stor.to pl311 TF trfr within plant313 TF rem.fm str.toSLoc313 TF rem.fm str.toSLoc451 GI returns551 GI scrapping553 GI scrapping QI555 GI scrapping blocked557 GI adjust. transit557 GI adjust. Transit603 TF rem.fm stor.to pl

Defining Batch Search Strategy for SD

UseThe purpose of this activity is to create batch search strategies for sales and distribution

Procedure 1. Access the transaction choosing one of the following navigation options:


SAP ECC menu Logistics Central functions Batch Management Batch Determination Batch Search Strategy For Sales and Distribution Create

Transaction code VCH1


Business role (name) Sales Administrator (SAP_BPR_SALESPERSON-S)

Business role menu Sales Additional Order Processing Create Batch Search Strategy

2. On the Create Batch Search Strategy: Initial Screen, make the following entries:




Strategy type YB11 YB12

3. Choose Key Combination.

4. On the Key Combination popup screen, choose Material and choose Enter.

5. On the Create BP: Batch Number (YBXX): Fast Entry screen, enter the following entries:


Material Your material number Your material number

No. batch splits 99 99

Changes allowed X X

Dialog batch determination X X

Dialog UoM A A

Quantity proposal 1 1

Overdelivery allowed X X

6. Choose Enter.

7. Select the entered line and choose Selection criteria.

8. The batch class assigned to the material (for example, YB_BATCH for FIFO, YB_EXP_DATE_001 for Expiration Date) and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).

9. On the Create BP: Batch Number (YB11): Fast Entry screen, select the entered line again and choose Sort.

10. On the Create BP: Batch Number (YBXX): Sort Rule screen, make the following entries:


Sort Rule Enter the sort rule you defined for FIFO (for example YB_FIFO_SORT)

Enter the sort rule you defined for FIFO (for example YB_EXP_DATE_SORT)



Defining Batch Search Strategy for PP

UseThe purpose of this activity is to create batch search strategies for production orders.

Procedure 1. Access the transaction choosing one of the following navigation options:


SAP ECC menu Logistics Central functions Batch Management



Batch Determination Batch Search Strategy For Production Order Create

Transaction code COB1



Business role Menu Engineering Batches Create batch search strategy - prod.

2. On the Create Batch Search Strategy: Initial Screen, enter YB11 in input field Strategy type and choose Enter.

3. On the Create BP: Batch number (YB11): Fast Entry screen, enter YBM1 in input field Order Type and 1000 in input field Plant.

4. Make the following entries for Order Type/Plant/Component:

Field name FIFO

Material Your material number

No. batch splits 99

Changes allowed X

Dialog batch determination X

Dialog UoM A

Quantity proposal 1

Overdelivery allowed X

5. Choose Enter.

6. Select the first entered line and choose Selection criteria.

7. The batch class you defined for FIFO (for example, YB_BATCH) that is assigned to the material and the characteristics of the class are shown. Confirm the data by choosing Enter and Back (F3).

8. On the Create BP: Batch number (YB11) : Fast Entry screen, select the first entered line again and choose Sort.

9. On the Create FIFO (YB11) : Sort Rule screen, make the following entries:

Field name FIFO

Sort Rule Enter the sort rule you defined for FIFO (for example YB_FIFO_SORT)





Appendix

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

Change CharacteristicsTransaction code ( SAP GUI) CT04Reversal: Change CharacteristicsTransaction code ( SAP GUI) CT04Business role Engineering SpecialistBusiness role menu Engineering Variant Configuration Characteristics

Comment In transaction CT04 choose: Characteristics delete

Change ClassTransaction code ( SAP GUI) CL02Reversal: Change ClassTransaction code ( SAP GUI) CL02Business role Engineering SpecialistBusiness role menu Engineering Variant Configuration Change Class

Comment In transaction CL02 choose: Class delete


Documents

155 BPP 62 en in-Batch Clss1