LO955 Batch Management

LO955 Batch Management
LO955
Batch Management
 SAP AG 1999
 SAP AG
 R/3 System
 Release 4.6B
 February 2000
 50032384
Copyright
Copyright 2000 SAP AG. All rights reserved.

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be copied or reproduced in any form or by any means,
or translated into another language, without the prior
consent of SAP AG. The information contained in this
document is subject to change and supplement without prior
notice.
All rights reserved.
 SAP AG 1999
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Materials Management
Level 2 Level 3
LO510 3 days
Inventory Management
LO515 3 days
LO550 5 days
Invoice Verification
Cross-Functional
LO520 3 days Customizing in MM
Purchasing Details and LO521 2 days
Optimization Pricing in Purchasing
LO020 5 days
LO525 2 days
Processes in Consumption-Based
Procurement Planning and
LO955 3 days
Forecasting
Batch Management
LO540 2 days
Procurement of
External Services
LO925 2 days
Cross-Application
Business Processes in
SD and MM
LO640 3 days
Foreign Trade LO235 2 days
KANBAN
LO715 2 days
QM in Procurement
 SAP AG 1999
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.
Course Overview
Contents:
 Course Goals
 Course Objectives
 Course Content
 Course Overview Diagram
 Main Business Scenario
 SAP AG 1999
Course Goals
This course will prepare you to:

 Recognize the Batch Management functionality.
 Customize Batch Management in the applications

of MM, SD, PP, or PP-PI.
 SAP AG 1999
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
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 Batch Specification and
Quality Management
Unit 6 Batch Status
Management
Unit 7 Availability Check for
Batches
 SAP AG 1999
Course Content (2)
Unit 13 Appendix: Batch Creation Unit 17 Active Ingredient

in Process Manufacturing Prices
Unit 14 Introduction to Unit 18 Actual and Planned

Batch-specific Units of Values of AI
Measure Proportions
Unit 19 Creation of Data in
Unit 15 Integration of
Product Quantity
Batch-specific
Mgmt
Units of Measure
Unit 20 Product Quantity
Unit 16 Creation of Data in Active Mgmt - Stock to Stock
Ingredient Management Transfer
Unit 21 Conclusion
Appendix
 SAP AG 1999
Course Overview: Diagram (1)
Availability Check
Introduction for Batches ? Batch
Master Data Batch Determination Batch
XXXX
+ YYY
Batch Levels Batch
Price Determination = ZZZZ
Batch Specification Shelf Life Expiration Date 29

Batch
Batch Status Mgmt Batch Where-used List

Batch Batch
 SAP AG 1999
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
Introduction
Contents:
 Business Background
 Integration of Batch Management
 Batch Management in Logistics
 SAP AG 1999
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
Introduction: Course Overview Diagram (1)
Availability Check for

Introduction Batches ? Batch
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
Business Background
 Batch Management can be used in ALL sectors of

industry.
 It is used mainly in the following branches of industry:

 Chemicals
 Pharmaceuticals
 Cosmetics
 Health and hygiene
 Foods
 Retail
 SAP AG 1999
Integration of Batch Management
R/3 integration model
SD FI
MM CO
PP AM
LO
QM
R/3 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.
Batch Management in Logistics
Batch
management
Classification
Procurement Production SD
Warehouse management Warehouse management
A A A
A A
B B
W/house Process/ W/house

Purchase Sales order
production
order 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.
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
Master Data
Contents:
 Batch Definition in the R/3 System
 The Term 揃 atch? 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
Master Data: Unit Objectives
 Define the term 揵 atch?

 Understand the requirements of Batch
Management for master data
 SAP AG 1999
Master Data: Course Overview Diagram
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
Master Data: Business Scenario
Your company needs to manage distinct quantities of

product for one or more of the following reasons:
 Traceability in a recall situation
 Expiration date tracking (if no WM)
 ISO certification
 SAP AG 1999
Batch Definition
揂 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
The Term 揃 atch? 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.
 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.
Master Data Structure
Product: epoxy resin
Material 308-188 Material 309-140 Material 307-160
Batch 1 Batch 2 Batch 3
Production date: Production date: Production date:

11.08.99 11.01.99 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.
Material Master Record and Batch Master Record
Set the batch management

Batch mgmt reqmt requirement indicator in the
material master record.
Material
308-188
AXZ
 Create the batch master
record manually or when
4362-89 posting a goods movement.
 The batch can have any
C1 alphanumeric number.
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.
 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.
Batch Creation
Goods movement Create batch master manually
101 521 Raw matls Finished products
Automatic/ Automatic or
No manual with Manual without No new
manual check against check creation
creation external
number range
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
Master Data: Unit Summary
 Define the term 揵 atch?

 Understand the requirements of Batch
Management for master data
 SAP AG 1999
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 // Color blue
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 color
AICL00010## AI potency %
AICL00010## Liter substance/ liter AI

Characteristics M001 Viscosity
M009 pH level
M010 Purity of color
M011 Covering
property
Type of Data Data in Training System

Characteristics M012 Label
M013 Available for:
AIC010## Active ingredient
AIC020## Active ingredient
Proportion unit KW1 KG active ingredient 1
KW2 KG active ingredient 2
LW1 Liter active ingredient 1
Ratios LSL Liter of active ingredient 1
%
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
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!
Save your material.
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.
Batch Levels
Contents:
 Implications of setting unique batch levels for:
 Material number/plant
 Material number
 Client
 Customizing considerations
 Converting batch levels
 SAP AG 1999
Batch Levels: Unit Objectives
 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 incurred when batch
level settings are changed
 SAP AG 1999
Batch Levels: Course Overview Diagram
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
Batch Levels: Business Scenario
Your company needs to decide which batch validity

level fits the needs of the business, considering the
following:
 Do you want to allow the same product to be batch

managed in one plant, but not in another?
 What is the current batch naming convention?
 Is the SAP project going to be international, is exact
tracing to one batch essential?
 SAP AG 1999
Unique Batch Level for each Material No. and Plant
Material no. 308-188 Material no. 309-140
Plant 1 Plant 2 Plant 1 Plant 2
Batch A1 Batch A1 Batch A1 Batch A1
EXP.: 11.01.2000 EXP.: 19.01.2000 EXP.: 17.01.2000 EXP.: 18.01.2001

VISCOSITY: 7 VISCOSITY: 8 VISCOSITY: 5 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 with a different specification for a material in each plant.
 However, you can transfer a stock from one plant to another between batches with the same number,
even if the batches do not have the same specification. Here, 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 do so
organizationally. The system does not support this. In this case, you are recommended to switch to a
higher batch level.
Unique Batch Level for each Material Number
Plant 1 Plant 2 Plant 1 Plant 2
Batch A1 Batch A1
EXP.: 11.01.2000 EXP.: 17.01.2000

VISCOSITY: 7 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 in which a material is held.
 The same batch number can be reassigned with a different specification for each material.
Unique Batch Level for each Client and Matl No.
Batch A1
A1 Batch A2
EXP.: 11.05.2003 EXP.: 17.01.2002

VISCOSITY: 7 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 in this client.
 it is uniquely assigned to one material number.
Customizing
S T AR T
Batch level
Batch unique at
ONE-WAY plant level
Batch 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.
Converting Batch Levels
Batch Plant 01 Batch Plant 02

C3
A1 A1 C4 B1
B2 B3 B1 B2
B2
Material Material
B3 C4
308-188 308-188
C4 C3
Plant level Reorganization Plant level

program
Batch A1 B1 B2 B3 C3 C4
Material level Material Material level

308-188
 SAP AG 1999
 If a batch number has been unique in a plant until now, but is now to be unique for a single material
only, the batch numbers have to be converted.
 Up to now, 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.
 You now have to check whether identical batch numbers exist for the material in both plants. If they
do, you will have to prepare a reorganization.
An auxiliary program is automatically offered in Customizing as soon as the batch level is changed.
It determines all batches occurring in more than one plant. It also allows you to make a test run and
supplies a log. This analysis must precede actual batch reorganization. Only after updating the data
successfully can batch handling 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.
Batch Levels: Unit Summary

 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 incurred when batch
level settings are changed
 SAP AG 1999
Batch Specification
Contents:
 Integration
 Batch Classification
 Characteristic Inheritance
 Batch Classification and Characteristic Inheritance
 Maintenance of Master Data
 Customizing: Tips and Tricks
 SAP AG 1999
Batch Specification: Unit Objectives
 Prepare classification data so that Batch

Management can function properly
 SAP AG 1999
Batch Specification: Course Overview Diagram
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
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.
 SAP AG 1999
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.
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.
Characteristic Inheritance
Material
Epoxy resin X Batch
Epoxy resin X1
12000
11000
10000 10000
9000 9000
8000 8000
7000 7000
CHARACTERISTIC 6000
5000
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.
Batch Classification and Characteristic Inheritance
Class type 揵 atches?
Class 3
Epoxy resin
Characteristics
 Viscosity at 25°
 Color
 Epoxy resin
 Volatile fraction
Material
Epoxy resin X Batch
Epoxy resin X1
 Viscosity 5000-12000  Viscosity 7250

 Color 0-5  Color 1-3
 Epoxy resin 23-25  Epoxy resin 23-25
 Volatile proportions 0.00-0.50  Volatile fraction 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.
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.
Class type 揵 atch? Choose the class type
for batches.
Characteristics
 Viscosity at 25°
Class X  Color Assign the characteristics
 Epoxy resin to the class.
 Volatile fraction
 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.
Maintaining Master Data II
Materials Management
Class type 'batch'
Class X
Classify your material using
Material the batch class.
Epoxy resin Y
 Viscosity 5000-8000
 Color 0-5
 Volatile proportions 0.00-0.50
Post a batch for this material.
Batch
Epoxy resin Y1
 Viscosity 7250 Choose allowed characteristic
 Color 1-3 values for your batch.
 Volatile fraction 0.30
 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.
Customizing: Tips and Tricks
Standard characteristics
LOBM_LVORM Deletion flag
LOBM_ZUSTD Status
LOBM_VFDAT Expiration date
LOBM_VERAB Availability date
MCHA
Reference
Data field characteristic
 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.
Batch Specification: Unit Summary

 Prepare classification data so that Batch
Management can function properly
 SAP AG 1999
Exercises
Unit: Batch Specification

Topic: Specifying Batches

 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.
1-1 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 property 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 M1-## (viscosity).
 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 property)
 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?
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
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 property), 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.
1-3 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.
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.
 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
 Classification System  Master Data  Classes
or
Classification System  Master Data  Classes
Create a class C##, in which you set your own characteristics.

Class C##
Class type 023 (Batches)
Icon for Create with reference

Reference class 231
Note that the characteristics of the class are also copied. You have to
change them afterwards.
Save the class.
1-2 Classify a batch managed material and store a sales price

Material Master  Material  Change  Immediately
or
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-##.

Material Y-500-##
View  Classification view
 Sales and distribution:
SalesOrgData 1
Organizational levels
Plant 1100
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 property), 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.

View Sales and distribution:
SalesOrgData 1
[Conditions:]
Amount 3.50 UNI

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
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.
Batch Status Management
Contents:
 Integration
 Functionality
 Example
 Tips & Tricks
 SAP AG 1999
Batch Status Management: Unit Objectives
 Explain the implications for certain batch status

classifications within the Batch Status
Management tool
 Identify consequences and constraints related to
changing batch status
 SAP AG 1999
Batch Status Mgmt: Course Overview Diagram
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
Batch Status Management: Business Scenario
 Your company has chosen the material or client

validity level. The users want to easily place a
batch on hold throughout the company.
 Batches should initially be put on hold until the
quality department has approved the batch.
 SAP AG 1999
Business Background
Store 1 Store 2 Store 3 Store 4 Store 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 308-188
Batch A1
Status = restricted
Batch status
management
 SAP AG 1999
 The batch status is a central tool for identifying use of the batch as 'unrestricted' or 'restricted'. 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
of the individual stocks.
Integration
Goods movement
Returns GR blocked stock Reserved

Open PO qty Stock transfer (plant) Production order
Consignment, ordered Stock transfer (SLoc) Stock trans. order rel.
Blocked stock Independent of Quality inspection

batch status
Unrestricted-use Batch status 搖 nrestricted?

stock
Change in
batch master record
Batch status 搑estricted? Restricted-
use 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.
Functionality
Returns Reserved
Stock transfer (plant) GR blocked stock
Stock transfer (SLoc) Production orders
t
Open PO qty
en
Stock trans. order rel.
G
oo
em
Consignment, ordered
ds
ov
m
m
ov
ds
Quality
em
oo
Blocked stock inspection
en
G
t
Change in batch status in batch
master record
Unrestricted-use Internal transfer posting from Restricted-use

stock "unrestricted-use" to "restricted-use" stock
Material document and change

document
 SAP AG 1999
 You cannot transfer a batch stock from unrestricted-use stock to restricted-use stock direct.
 If, when maintaining a batch master record, you change the status indicator, the system transfers the
batch stock internally. A change document is created for the master record change and a material
document created for the transfer posting.
 Direct stock transfers are possible between all other stocks. If a batch stock is withdrawn from them,
the batch status determines whether it can be posted to unrestricted-use stock or restricted-use stock.
Example
Unrestricted-use Restricted-use Quality

stock stock inspection
Material 308-188
Batch A1
Status: UNRESTR.
UNRESTR. 100 kg 0 kg 0 kg
Stock transfer to quality control 20 kg

Movement type 322
80 kg 20kg
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
 SAP AG 1999
Tips & Tricks 1
Batch  Assign reference characteristic

class X LOBM_ZUSTD to your batch
LOBM_ZUSTD class 揦 ? in the classification
system.
Selection
 Also assign the same reference
class Y
characteristic to your selection
class “ Y ”.
 Ensure that your batches are
classified with batch class “ X ”.
Batch
class X Batch  Ensure that selection class “ Y ”
is used in the strategy record of
Material the respective application.
Selection
class Y 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.
Tips & Tricks 2
Reference characteristic
 The reference characteristic is
搒tatus? automatically assigned the
value of a field.
Unrestr. Restr.  You can store additional
information in user-defined
characteristics as required.
 You create user-defined
User-defined characteristic characteristics in the
blocking reasons classification system.
 Like reference characteristics,
Damaged Spoiled you assign user-defined
characteristics to the batch
class and to the strategy
record.
Incorrect Inspection
certificates required
 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”.
Batch Status Management: Unit Summary

 Explain the implications for certain batch status
classifications within the Batch Status
Management tool
 Identify consequences and constraints related to
changing batch status
 SAP AG 1999
Exercises
Additional Exercise:
Unit: Batch Status Management
Topic: Assigning a Batch with the Status “Restricted”

 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: _________________________________________

1-2 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.

Solutions
Unit: Batch Status Management

Topic: Assigning a Batch with 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.

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
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
1-2 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.

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.

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.

Availability Check for Batches
Contents:
 Effects of the Batch Definition on the Availability Check
 Availability Check and Status Management
 SAP AG 1999
Unit Objectives
 Describe the special features of the availability

check for a material that is handled in batches
 SAP AG 1999
Course Overview Diagram
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
Business Scenario
 Your company does not include restricted batches

in MRP. However if the majority of the component
batches are approved, production can include
restricted component batches as available.
 SAP AG 1999
Effects of Batch Definition on Availability Check
 The availability check is one of the checks made in

batch determination.
 It should run without considering the replenishment
lead time.
 By definition, a batch is unique and cannot therefore
be replenished.
 The MRP data of a material to be handled in batches
must contain a suitable checking group.
 SAP AG 1999
Availability Check and Status Management
Selection criteria:
}  Batches of material 308-188
 Status: UNRESTRICTED
 Available stock > 0
Material Characteristic Status: Available Maximum

300-188 value Unrestr. quantity: proposal:
LOBM-ZUSTD
Batch Unrestr.
C1 C1 100 kg C1
C2 Unrestr. C2
C2 150 kg
Restr.
C3
C2
C4 Unrestr. C4 0 kg
C5 Restr.
C6
C6 Restr. C6 50 kg
 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.
Unit Summary

 List the special features of the availability check
for a material that is handled in batches
 SAP AG 1999
Batch Determination
Contents:
 Batch Determination in the Logistics Process
 Principal of Batch Determination
 Batch Determination for Goods Movements
 Batch Determination in Production
 Batch Determination in Sales
 Batch Determination in Warehouse Management
 Batch Determination: Application Master Data
 How Customizing and the Applications Are Linked
 Settings in Customizing
 Condition Technique in Batch Determination
 SAP AG 1999
Batch Determination: Unit Objectives
 Describe how Batch Determination works and

how it is integrated in the Logistics process
 SAP AG 1999
Batch Determination: Course Overview Diagram
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
Batch Determination: Business Scenario
Your company抯 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.
 SAP AG 1999
Batch Determination in the Logistics Process
Procurement Production Sales
Warehouse management Warehouse management
A A A
A A
B B
W/house Process/ W/house Sales

Purch. order production order/
order delivery
Batch assignment 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.
Principal of Batch Determination
Batch 4243 Strategy record Y
Batch class 4 Selection class 2
Batch characteristics
characteristics Selection characteristics
characteristics
Viscosity 7450-7800
Color 1
Refractive index 1.5700
Viscosity 7500
Acidity 10% - 15%
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.
Batch Determination for Goods Movements
Search strategy
W/house
• Movement type
• 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.
Batch Determination in Production
Production
Warehouse A
B Warehouse management
Process/
production
order
Batch
determination Search strategy
Material X • Component X
Batch
456b
Material X
Batch 456a BOM for
Characteristics
• Density 5.7 finished
• Expiration date Characteristics product Y-351
Characteristics Density 5.7 •...
01.02.97 • Density 5.7 Rem.shelf life •Component X
• Expiration date 10 days
01.02.97
 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.
Batch Determination in Sales
Warehouse Management
System
Delivery
Batch determination
A
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.
Batch Determination in Sales
Warehouse management Material X W/house

Sales A
Batch 456c
Characteristics
A
• Density 5.7
B
• Expiration date
01.02.05
Sales order
Delivery note
Batch Search strategy

Search strategy determination
•Customer 9911
•Customer 9911
•Material X
•Destination GB
Characteristics
Characteristics
•Density 5.7
•Density 5.7
• Rem.
Rem. shelf life
• Rem.
Rem. shelf life
10 days
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.
Batch Determination in Warehouse Management
Transfer
order
A
Search strategy
Material X B
• Warehouse no. 002
Batch 456c
• Movement type 261
Characteristics
Characteristics
Batch status: Unr.
Unr. W/house
Batch status: Unr.
Unr.
Rem.
Rem. shelf life:
life:
Exp.
Exp. Date:
Date: 01.02.05
10 days
W/house
 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.
Batch Determination in Warehouse Management
IM System
PP System
Create
batch Production
order
Goods receipt Goods issue Mat. X C 123 10
Mat. Y C 456 20
Transfer
order
SD System
Material X
Material X Batch 123 Delivery
Batch 123
From: 902
To: 100 Mat. Bch Qty
X 456 100
Evaluation
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.
Batch Determination: Application Master Data
Business
When? transaction
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.
 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.
Settings in Customizing
PP/PP-PI MM Search WM SD
procedures
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'.
 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.
Batch Determination: Unit Summary

 Describe how Batch Determination works and how
it is integrated in the Logistics process
 SAP AG 1999
Exercises
Unit: Batch Determination

Topic: Batch Determination in the Various
Application Components

 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:
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).
1-1 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
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.
1-2 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.
NOTE for movement type 201: Cost center 1000 has been
created.
NOTE for movement type 311: You can enter storage
location 0002 as the
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.
2-1 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.

Project  SAP Reference IMG). Choose Logistics - General  Batch Management
– Batch Determination and Batch Check
Call up each of the functions that affect SD:

determination.
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
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

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.
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.
2-2 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.
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.
analysis.
Selection criteria.
Choose Change and enter a smaller interval or a single value.
Choose
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.
3-1 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:

determination.
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
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.
3-1-4 Function: Definition of batch search procedure
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.

Look at the search procedure that contains strategy type ZPI1. To which
order type and plant is it assigned?
3-2 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: PI01
Plant: 1100
Material: 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.
analysis.
Selection criteria.
Choose
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.
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
1-1 Batch determination for goods movements: Customizing

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:

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
The search procedure Z00001 contains the strategy type ZMM1.

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.
1-2 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
your sort rule as a sort criterion.
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
Goods Movement  Transfer Posting || movement type 311
Enter the material number and quantity.
Choose Strategy analysis and Selection criteria.

Choose
2-1 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:
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
The search procedure SD0001 contains the strategy type ZSD1.
The search procedure SD0001 is assigned to sales organization 1020,
distribution channel 22, division 00, and sales document type TA.
2-2 Carry out batch determination in Sales and Distribution:

2-2-1 Create batch search strategy for SD
Determination  Batch Search Strategy  For Sales and Distribution 
Create
your sort rule as a sort criterion.

Strategy type ZSD1
Customer 7777
Material Y-500-##
Selection criteria 023SE_##
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

Order type Standard order
Division 00.
Sold to party 7777
PO number Any
Material Y-500-##
Quantity Any
Choose
Edit  Batch determination.

Choose
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:

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.
3-1 Batch determination in process manufacturing: Customizing

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:

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
The search procedure CO0001 contains the strategy type ZPI1.
Search procedure CO0001 is assigned to order type PI01 and plant 1100.
3-2 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:

Material T-HT2##
Plant 1100
Use 3
Add your material Y-500-## to the list of components by choosing Edit 
New entries.
Requirement qty 1 kg
Item category Stock item
Save the BOM.

3-2-2 Create batch search strategy record for the production process
Determination  Batch Search Strategy  For Process Order  Create
Create a strategy record with the following data:
Strategy type ZPI1
Order type PI01
Plant 1100
Material Y-500-##
Selection class 023SE_##
Selection charac- 040SO_##
teristics
3-2-3 Create process order and carry out batch determination for
components
Logistics  Production-Process  Process Order  Process order 
Create  With material
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
Choose
Choose
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
 SAP AG 1999
Price Determination: Unit Objectives
 Describe the condition technique procedures in

batch pricing
 Control prices specific to each batch
 SAP AG 1999
Price Determination: Course Overview Diagram
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
Price Determination: Business Scenario
 Your company makes batches of widely varying

quality and wants to price by batch.
 SAP AG 1999
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.
 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.
Presentation in the Billing Document
 Go to Customizing for Sales and Distribution.

 Choose 'Sales' -> 'Billing' -> 'Billing documents'->
Maintain Copying control for Billing Documents ->
 Copying Control: Delivery Slip to Billing Document.
 If, for key combination F2, LF, TAN, you require ...
 ... Presentation at main level, set the G or H indicator as the
billing quantity.
 ... Presentation with a batch split at item level, set the B or D
indicator as the billing quantity.
 SAP AG 1999
 Delivery allows batch splitting. You can store different prices for the various batches. This requires
that the invoice document shows batch prices. You can switch the display in the system using the
Customizing settings described. You can choose between an overall price at item level or all
individual batch prices for each item.
Partial Stocks and Their Combinations
Batch mgmt Mgmt of partial

requirement 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  X
in batches = valuation for a single batch
 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.
Structure of Valuation for a Single Batch
Valuation
Valuation area 0001
Plant 0001 Material 1
Valuation cat. X
Material 1
Plant Quantity 10
MAP 5.20
Valuation cat. Valuation cat.

Batch 1 Batch 2
Quantity 40 Quantity 60
Stor. loc. 0001 Stor. loc. 0002 MAP 4.00 St. price 6.00
SLoc Quantity 30 Quantity 70
Batch 1 Batch 2 Batch 1 Batch 2

Batch Quantity 10 Quantity 20 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.
Price Determination: Unit Summary
 Describe the condition technique procedures in

batch pricing
 Know how you can control prices specific to each
batch
 SAP AG 1999
Shelf Life Expiration Date
Contents:
 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
Unit Objectives
 Explain the meaning of the shelf life expiration

date in relation to batch managed materials
 Verify how the system calculates the shelf life
expiration date of the delivered batch
 SAP AG 1999
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
Business Scenario
 Your company needs to check whether purchased

component batches have enough shelf life to make
the finished product and ship to the customer in
time.
 Your company wants to hold the expiration date of
a quantity of material in the SAP System, without
using Warehouse Management.
 SAP AG 1999
Business Background
The shelf life expiration date check is particularly

important for the following branches of industry:
 Foods
 Retail
 Pharmaceuticals
 Chemicals
 Cosmetics
 Health and hygiene
 SAP AG 1999
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
Shelf Life Expiration Date Check in Goods Receipt
Important fields in master records
 Must be maintained. The

Material master record
system checks date
• Remaining shelf life against this value.
• 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.
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
Expiration
date
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.
Calculation of the Shelf Life Expiration Date
Posting date: 07/10/99
Goods receipt Date of Batch master

Material 4712 prod.: record
100 items 07/01/99
Expiration date
07/01/97 + 20 days 07/21/97 - 07/10/97

= 07/21/99 = 11 days
Remaining
Shelf life
shelf life
expiration date
11 >10 => O.K.!
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.
SLED Check in Batch Determination
Delivery date 11/15/97

+ remaining shelf life 10 days
Batch 4243
Strategy record Y = 11/25/97
Selection class Batch class 2

4
Selection characteristics Batch

characteristics
11/25/97 < 11/28/97
Remaining shelf life Expiration date
11/28/97
(direct entry) => OK ! => O (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.
Unit Summary
 Explain the meaning of the shelf life expiration

date in relation to batch managed materials
 SAP AG 1999
Exercises
Unit: Shelf Life Expiration Date
Topic: Shelf Life Expiration Date Check

 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
1-2 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: ____________________________________________
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:
 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).
Solutions
Unit: Shelf Life Expiration Date
Topic: Shelf Life Expiration Date Check
1-1 Change the shelf life data in the material master

or

Material Y-500-##
View General Plant Data / Storage 1
Plant 1100
Minimum remaining shelf life 30 days
Total shelf life 50 days
1-2 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.
It is important that you create a purchase order item for material Y-500-##.
Vendor 100
Purchasing org. 1000 / IDES Germany
Purchasing group 007 / Zuse, K
Plant 1100 / Berlin

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.
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
Material Master  Batch  Display.
Batch Where-used List
Contents:
 Batch Tracking over Several Manufacturing Levels
 The Pick-up List
 Batch Where-used List for Trading Goods
 SAP AG 1999
Unit Objectives
 Describe the functions of the batch where-used

list
 SAP AG 1999
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
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
Business Background
 The batch where-used list records a batch's

progress through the company.
 The batch where-used list is particularly important
to respond to questions of product liability.
 In Release 3.0 of the SAP R/3 System, it can also be
used for trading goods.
 The batch movements recorded in the system also
include transfer postings to new batch numbers
and stock transfers.
 SAP AG 1999
Batch Tracking over Several Manufacturing Levels
Top
down Customer A Customer B Customer C
Sales order Sales order Sales order
F1 F2
Production order Production order
S1 S2
Production order Production order
R1 R2
F = finished product
Purchase S = semi-fin. product Bottom
order R = raw material
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).
Batch Where-used List for Trading Goods
Pick-up list Customer A Customer B

 Billing
document Sales order Sales order
 Sales order
T1
T1
 Scheduling
agreement
 Delivery note
T1
Plant 02
Purchase
order
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.
Unit Summary

 Describe the functions of the batch where-used
list
 SAP AG 1999
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
Unit Objectives
 Maintain batch data within the Quality

Management module
 SAP AG 1999
Business Scenario
 Your company uses Quality Management to check

batches that have been produced.
 The inspection results are entered and shall be
transferred directly into the batch specification.
 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.
 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.
 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.
 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.
Transfer of Inspection Results
Save usage decision
Inspection results Batch class

General characteristics
Result
Automatic
Result
- closed characteristics
Inspection results Batch class

General characteristics
Manual
No Yes ?
- 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.
Unit Summary
 Maintain batch data within the Quality

Management module
 SAP AG 1999
Exercises
Additional Exercise: Optional
Unit: Batch Specification and Quality Management
Topic: Linking Master Inspection Characteristics
with a Material’s Class Characteristics
 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 Link master inspection characteristic and class characteristic
1-2-1 Edit material specification

Check whether material Y-500 -## and its class characteristic covering
property (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.

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.
2-1 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 property.
(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 = 92 1.
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.
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 property in quality inspection.
2-4 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 property.
Solutions
Unit: Batch Specification and Quality Management

Topic: Linking Master Inspection Characteristics
with a Material’s Class Characteristics
1-1 Preparations
Maintain QM data in material master

or

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.
1-2 Link master inspection characteristic and class characteristic
Quality Planning for Material  Inspection Planning  Material
Specification  Edit

Material Y-500-##
Plant 1100
The class characteristic M4-## does not have an equivalent in QM. 2
1-2-2 Create master inspection characteristic
Quality Planning for Material  Basic Data  Inspection Characteristic
 Create

Plant 1100
Master insp. characteristic 4-4##
Valid from Current date
Class characteristic M4-##
Status Released

Quality Planning for Material  Inspection Planning  Material
Specification  Edit

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.
2-1 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
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
property.
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:

Quality Inspection  Worklist  Results Recording
Execute the transaction and enter the result.
Field name Values

Material Y-500-##
XQuer (result) 923

(characteristic 4-4##)
3
This is the value measured for the characteristic covering property in quality inspection.
2-3 Enter the usage decision:
Quality Inspection  Inspection Lot  Usage Decision  Record
Field name Values

Material Y-500-##
Insp. lot 5000....

UD code A (acceptance without further
action)
2-4 Check the batch classification:

Display the stock overview for material Y-500-##:
Environment  Stock  Stock Overview
or
Logistics  Central Functions  Batch Management  Tools  Stock  Stock
overview
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
Unit Objectives
 Describe how batch maintenance is integrated

with Quality Management in production.
As an example a process of PP-PI is selected
 Explain how production can control batch
creation
 SAP AG 1999
Business Scenario
 Your company, using inspection point processing in

process manufacturing, samples the produced batch
at several points in the production process.
 Each sample can have distinct quality results. The
quantities the samples came from can be segregated
into more than one batch for the same production
run.
 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.
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.
Inspection During Production: Master Recipe
Master recipe
Operation/phase
Header
QM data  Inspection grid
- Time-related
- Quantity-related Char.
 Inspection - Unrestricted  Sampling procedure
points
 Indicator for last with inspection
partial lot assignment 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.
Inspection During Production: Material Master
QM inspection data
Material view QM
Inspection type details:
Inspection type:  Inspection with specification
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.
Inspection During Production: Mat. Specification
Material specification
Master insp. charac. 1 General characteristic A
Viscosity 1700 -1780 CP Viscosity 1700 -1780 CP
Master insp. charac. 5 General characteristic B
Covering 0 - 98% Covering 0 - 98%

power power
 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.
Master Recipe and Material Specification
Coordination of master insp. characteristics
Master recipe Specification
10 Operation 10 Master insp. charac. 1 Master insp. charac. 1

Viscosity 200 - 2000 CP ? Viscosity 1700 -1780 CP
20 Master insp. charac. 2

Temperature ...
20 Operation 10 Master insp. charac. 3 Master insp. charac. 5

Density ... ? Covering
power ...
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.
 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.
 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.
Creation of Partial Lots
Operation
Operation 10
10 Operation 20
Operation Operation 30
Charge
Charge React
20 React Discharge
1 1 3 3 4 4
2 2 5 5
Inspection
10 ' 20 ' 20 '
point
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 in-
production 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.
 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.
Batch Number Assignment
Process order/production order Goods receipt

60000780
Header level
Batch
Batch A1 A1
Process order/ Goods receipt

prod. order Partial lot 1
60000780
A1 Batch
A1
Insp. lot
1234 Goods receipt
Partial lot 2
A2 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.
Unit Summary
 Describe how batch maintenance is integrated

with Quality Management in production
 Explain how production can control batch
creation
 SAP AG 1999
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
 SAP AG 1999
Unit Objectives
 Describe the business background of active

ingredient management and product quantity
management
 Outline the most important questions and
influential factors of active ingredient
management and product quantity management
 SAP AG 1999
Business Scenario
 Your company needs to measure the active

ingredient within a specific quantity, for example,
to track the amount of chemical in a solution.
 Additionally, it wants to use materials in base unit
of measure and alternative units of measure. The
calculation to base unit of measure can vary from
time to time. Nevertheless, the relationship
between both units of measure should be shown
correctly in any situation.
 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.
Using Active Ingredients
 SAP AG 1999
 Active ingredients or concentrates occur mostly in the production of basic materials in the following
sectors of industry:
 Chemicals
 Pharmaceuticals
 Cosmetics
 Foods.
Physical Quantity and Active Ingredient Quantity
Full Full
quantity: quantity:
500l 500l
50%a.i. 90%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.
Calculating the Quantity
Calculating the Quantity
Full quantity:
500l
50 90% a.i.
Full quantity:
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.
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.
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.
Using Batch-Specific Units of Measure
 SAP AG 1999
 Product units are used mainly in the following branches of industry:

 Steel
 Aluminium
 Paper
 Wood
 Textiles.
Batch-Specific Calculation of the Product Quantity
Material 4711 Planned value:

Base UoM KG 1 pc = 300 kg
Alternative UoM Pc 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.
Unit Summary
 Describe the business background of active

ingredient management and product quantity
management
 Outline the most important questions and
influential factors of active ingredient
management and product quantity management
 SAP AG 1999
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
Unit Objectives
 Describe the basis for the design of batch-

specific units of measure
 Explain how the active ingredient functions are
integrated into the data environment of batch
management and the existing logistics
processes
 SAP AG 1999
Business Scenario
 In your company batch-specific units of measure

will be used in all Logistics applications.
 You want to find out how this process is being
realized in the SAP R/3 System.
 SAP AG 1999
Batch Management as Prerequisite
Material with
Act. ingredient matl product units
1 pc = 100 KG 1 pc = 150 KG
29 g/kg 31 g/kg
X Y
A B Batch Batch
Batch Batch
 SAP AG 1999
 The active ingredient proportion of a material can fluctuate. The variance of the proportion 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 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 to be handled in batches. In order to use Active Ingredient Management and Product
Quantity Management, Batch Management must also be in use.
Batch-specific UoMs as an Attribute of a Batch
Batch-specific
Contains 2.5
unit 1 PC
milligrams platinum
equals
/KG
110 KG
A
Batch
Expires on Melting point at

12.31.99 45?C
 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.
 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 batch-
specific 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.
 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.
Unit Summary

 Describe the basis for the design of batch-
specific units of measure
 Explain how the active ingredient functions are
integrated into the data environment of batch
management and the existing logistics
processes
 SAP AG 1999
Creation of Data in Active Ingredient Mgmt
Contents:
 The Central Unit of Measure for Active Ingredients
 Relation of Units of Measure
 Creating Proportion Units and Conversion Ratios
 Percentage and User-defined Calculation
 Linking Master Data I
 Linking Master Data II
 Potency (of Active Ingredient) in the Specification
 Active Ingredient Characteristics
 Maintaining Classification in the Material Master
 Maintaining Units of Measure in the Material Master
 Activating Active Ingredient Management in Customizing
 SAP AG 1999
Unit Objectives
 Describe the central role of proportion units

within active ingredient management
 List the most important steps for maintaining
data in active ingredient management
 Define and convert units of measure
 Describe the integration of potency (of active
ingredient) into batch specification
 Maintain active ingredient characteristics and
batch classes
 SAP AG 1999
Business Scenario
 Your company needs to know how to configure

and set up the master data for active ingredient
management.
 SAP AG 1999
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.
Relation of Units of Measure
Proportion unit
Ratio
Gram of active
Gram of active ingredient GAI
ingredient per
liter =
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.
You post the materials in this unit. If an entry is made in proportion units, the system converts this to
base units of measure before posting.
 The proportion unit is based on the active ingredient. If a material contains more than one active
ingredient, separate proportion units must be defined for each active ingredient so that they can be
clearly distinguished.
 You store a ratio to convert quantities between the proportion unit and the base unit of measure. This
constitutes a separate unit of measurement.
 In this example, the active ingredient is measured in grams. GAI was defined as the proportion unit
for the purpose of measuring an active ingredient.
 The grams of active ingredient are based on one liter of the physical quantity.
 The ratio is recorded in the unit of measurement G/L.
Creating Proportion Units and Conversion Ratios
L Liter Dimension volumes
GK Gram concentrate
Units of measure dimensionless
GCL Gram concentrate / liter
Should be handled
as...
GK Gram concentrate Gram

Proportion units
Measures an AI
 SAP AG 1999
 All units of measurement to be used in active ingredient management must have been defined in
Customizing.
 Units of measurement to be used as proportion units must not be allocated to a dimension.
 In Customizing for Active Ingredient Management, a unit of measurement is allocated the function of
the proportion unit. Active ingredients are measured against this.
 Some of the most common units of measurement for active ingredients are delivered with the
standard system. A user-defined definition for a proportion of active ingredient can be entered as a
unit of measurement at any time, and allowed as a proportion unit. To enable the conversion to a
standard unit of measure, the user-defined unit of measurement is allocated a reference.
 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.
 The potency of active ingredient in a material forms part of its specification.
 If the potency is not constant, the different specified material inventories should be managed
separately. This is carried out by the Batch Management component of the R/3 system. Each batch
bears its own specification.
 Batch specifications are stored in the classification system characteristics. For this reason, the ratio
between the active ingredient and the base quantity is linked to a characteristic, and potency of active
ingredient is stored as its characteristic value. In this way, the ratio becomes the characteristic unit of
measurement.
 The active ingredient characteristic contains the information about the active ingredient concerned
and the ratio of the proportion of physical quantity to the base unit of measure.
 The ratio between the potency of active ingredient and the physical quantity is stored in one batch
characteristic and thus becomes part of the specification.
 The material transfers the information to its batches.
 Active ingredient characteristics are allocated the special view 'S' within the batch class.
 Characteristics with this view are recognised when you maintain the material master. The
information for conversion beween active ingredient and physical quantity is transferred to the
material master.
Potency (of Active Ingredient) in the Specification
Material master
Density
Batch Density 1.1g/ccm
0.1 - 5 g/ccm
Active ing.
Potency Potency 22 G/L
20 - 23.5 G/L
Covering prop.
Covering 80%
property
50 - 100 %
 SAP AG 1999
 In Batch Management in the R/3 System, the material transfers its specifications to the batch. You
can set the system so that either the batch values must be within the requirements of the material, or
so that these values are merely proposed using these requirements.
 As the potency of the active ingredient is part of the material specification and the specification of its
batches, the same logic applies. The potencies of active ingredient of the individual batches are
checked with reference to the information entered in the material master.
Active Ingredient Characteristics
Which active ingredient?: Citrus aroma

type 8334
Data type: numeric
GAI
What is the ratio?: G/L =
L
Valuation: single value!
 SAP AG 1999
 The characteristic description specifies the active ingredient on which the data is based. In this way,
a unique allocation is made. For this reason, you should define one characteristic for each active
ingredient.
 The relationship between active ingredient potency and physical quantity must be entered as a unit of
measurement when you create the characteristic.
 The characteristic must be numerical and unique.
Maintaining Classification in the Material Master
View:
Classification
Shelf life expiration date
Material
Class type: Batches
Potency
Class for 'fruit Citrus aroma
juice' 0.2 - 0.4 G/L
Flavour
- orange
- lemon
 SAP AG 1999
 The active ingredient characteristic is allocated to the batch class and a value is assigned to it in the
material master.
 As for other batch characteristics, you can either enter an interval or a discrete value.
 The entry in the material master is the planned value that displays a 'must' or a 'can' according to how
the classification data has been maintained.
Maintaining Units of Measure in the Material Master
View:
Prop./product unit of measure
Char. Plan value Unit meas. Prop. unit

Citrus 0.3 G/L Gram/liter GAI
aroma
Material
GK <=> L
X Prop. unit <=> Y Base UoM
30 GK <=> 100 Liter
 SAP AG 1999
 After the classification view has been maintained, the system establishes whether any active
ingredient characteristics are present.
 You must complete the information in the Proportion/Product Unit view: the system requires a
planned value for the active ingredient proportion.
 The planned value specifies the expected mixing ratio between active ingredient and physical
quantity in the characteristic unit of measurement.
If the actual proportion of active ingredient in a batch is not known for a particular business
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.
Activating Active Ingredient Mgmt in Customizing
Activate
Material
active ingredient mgmt?
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.
Unit Summary
 Describe the central role of proportion units

within active ingredient management
 Describe the integration of potency (of active
ingredient) into batch specification
 SAP AG 1999
Exercises
Unit: Creation of Data in Active Ingredient Mgmt

Topic: Creating Proportion Units and Conversion
Ratios

 Create units of measurement and define them as proportion
units and conversion ratios
You have a material that contains a significant active ingredient.

You want to change the logistical processing of the material. You
want to be able to use the material quantity, as you have done up
to now, but you also want to use the active ingredient quantity
contained in the material. You want to solve this problem 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 can also be
used as a proportion unit. Remember that this must be dimensionless. 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. On the Details screen for the unit of
measurement, you need not enter an ISO code.
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. On the Details screen for the unit of measurement, you need not enter an
ISO code.
1-3 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 base unit of

measure KG (Kilogram). The base unit of measure that you
use in the ratio should belong to the same dimension (mass).
Exercises

Topic: Creating Master Data in the Classification
System

 Maintain active ingredient characteristics and batch classes
In the material, you want to record the expected active ingredient

proportion. You must manage the actual active ingredient
quantity in the system for each batch. 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 fulfills the following
requirements:
 The key should end with your group number.
 The active ingredient should be clearly described 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 to suit your requirements.
 Define a value interval for the characteristic.
1-2 Assign the active ingredient characteristic to a class

Data has been prepared for your group.
Allocate your characteristic to the class AICL00010## for the view S.
Exercises

Topic: Material Master Maintenance with Regard to
Active Ingredient Management

 Extend the batch classification in the material master
 Use proportion units and maintain planned values
You want to maintain active ingredient data for a material and

store an allowed value interval and planned value for the active
ingredient proportion of the batch in the material master.
1-1 Maintain active ingredient data for a material
Check on the data sheet 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 Extend the Proportion/Product unit view. To use the proportion unit, you
must:
 Have allocated a planned value to the active ingredient / physical quantity ratio.
 Have selected a proportion unit
1-1-3 Check the conversion in the unit of measure table in the material master.
 Active ingredient management is activated in the training

system.
 In your batch class, the application view S is set in the
basis data.
 For your material master AI-1202-0##, batch
management requirement and valuation for a single batch
have been set.
Solutions

Topic: Creating Proportion Units and Conversion
Ratios
1-1 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
Units of measure pushbutton (no dimensions)
Unit of measure - Create

Internal unit of measure A##
Commercial format A##
Technical format A##
Unit of measure text – commercial For example, ‘active
ingredient’
Unit of measure text – technical For example, ‘AI’
1-2 Create a unit of measurement (for the characteristic or the ratio of active ingredient
to base unit of measure)
SAP Reference IMG)
Units of measure pushbutton (no dimensions)

Internal unit of measure V##
Commercial format V##
Technical format V##
Unit of measure text – commercial For example, ‘active
ingredient proportion’
Unit of measure text – technical For example, ‘AIP’
1-3 Define proportion unit
SAP Reference IMG)
Logistics - General  Batch Management  Batch-Specific Material Units of
Measure  Edit Batch-Specific Material Unit of Measure
Make a new entry for the unit of measure A##. This unit of measure should be able
to be used as a proportion unit. Also enter A## as the reference unit of measure. But
you can also enter kilogram4.

Proportion/product unit of measure A##
Reference unit A## or KG

SAP Reference IMG)
Logistics - General  Batch Management  Batch-Specific Material Unit of
Measure  Calculate Proportional Factors  Define Calculation of
Proportional Quantity from Base Quantity
New entry pushbutton

Unit of measure of characteristic V##
Proportion/product unit A##
Base unit of measure KG
4
In this way, you can measure a characteristic as a percentage and enter it in the material master, so
that the A## proportion is measured in relation to kilograms. Step 1-4 would not be necessary.
Solutions

Topic: Creating Master Data in the Classification
System
1-1 Create active ingredient characteristic

or
Pay attention to the instructions in the exercise text.

or
Class  Change
Allocate your characteristic to your class AICL00010## for the view S.
Solutions
Topic: Material Master Maintenance with Regard to
Active Ingredient Management
1-1 Maintain active ingredient data for a material

or
1-1-1 In the Classification view, assign the characteristic values to the active
ingredient characteristic.
1-1-2 In the Basic Data view, under Additional data, choose the Proportion/prod.
unit. In the Units meas. use field, enter A. Enter the required data.

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/prod. unit view, choose the tab page button and Units of
measure.
 Active ingredient management is activated in the training

system.
Customizing (Tools  AcceleratedSAP  Customizing
 Edit Project. Goto  SAP Reference IMG)
Logistics - General  Batch Management  Batch-
Specific Material Units of Measure  Activate Batch-
Specific 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
 For your material master AI-1202-0##, batch
management requirement and valuation for a single batch
have been set.
Logistics  Central Functions  Batch Management
 Environment  Material Master  Material 
Create
Purchasing view (Batch mgmt reqmt indicator)
Accounting view (Valuation category = X indicator)
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
Active Ingredient Prices: Unit Objectives
 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
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
 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.
Valuation of Single Batches Based on Act. Ingredients
$0.50 per
A
GAI (gram
Batch 2
of active
ingred.)
Physical quantity: 100 L
A Actual proportion of active

Batch 1A ingredient: 0.3 G/L
Batch 3
Active ingredient quantity:
30 GAI
Valuation of single Value of active
batches ingredient: $15
X Standard price of batch: 0.15 / L
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.
Valuation Based on Several Active Ingredients
View:
Material Proportion/product unit of measure
Char. Plan value Unit meas. Prop. unit Valuated prop.

Citrus
aroma
0.3 G/L Gram/liter GAI

Fruit juice
concentrate
10 %
Per cent GK 

Value of act. ingredients in
citrus aroma Overall value
Value of act. ingredients of batch
in fruit concentrate
 SAP AG 1999
 For each active ingredient that is to be assigned to an active ingredient price, the indicator VP
(valuation based on the proportion quantity) must be set in the material master record.
 You can flag several active ingredients in a material as VP (valuation based on the proportion
quantity). The sum of all the individual active ingredient values then constitute the total batch value.
 This value based on the batch stock in the base unit of measure yields the standard price for the
batch.
Sales Price Based on Active Ingredients
Condition unit = Proportion unit
Customer price of active

ingredient:
Sales $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.
Active Ingredient Prices: Unit Summary

 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
Exercises
Unit: Active Ingredient Prices

Topic: Valuation Price and Sales Price for an Active
Ingredient

 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.
1-3 Post an ‘other’ goods receipt of 1000 KG each to two new batches of material AI-
1202-0##. 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?

2-1 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?
Solutions
Unit: Active Ingredient Prices

Topic: Valuation Price and Sales Price for an Active
Ingredient
1-1 Valuation based on active ingredients

Material Master  Material  Create
or
Material Master  Material  Display

Material AI-1202-0##
View Accounting view 1
Valuation category = X is set.
Flag the active ingredient as a valuated proportion

or

View Basic data
Complete the Proportion/Product Unit view under Additional data. Activate

the Valuated proportion field.
1-2 Create valuation record
Logistics  Central Functions  Batch Management  Batch-Specific Units of
Measure  Standard Price  Create

Plant 1100
Unit of measure A##
1-3 ‘Other’ goods receipt

Logistics  Materials Management  Inventory Management Goods
Movement  Goods Receipt  Other

Plant 1100
Item 1:
Quantity 1000 KG
Batch number Any
Active ingredient proportion Do not valuate
Item 2:
Quantity 1000 KG
Batch number Any
Active ingredient proportion Enter a value that differs from
the planned value
1-4 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.
2-1 Base sales price on active ingredient proportion
Change material
or

SalesOrgData 1
Organizational levels Values
Plant 1100
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

Plant 1100
Quantity 1000 L
Batch number Any
Active ingredient proportion Enter a value that differs from
the planned value
2-3 Create standard order
Logistics  Sales and Distribution  Sales  Order  Create

Order type Standard order
Division 00.
Customer 7777
PO number Any
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.
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
Unit Objectives
 Explain how planned and actual values are

used in Active Ingredient Management
 Describe planned versus actual values and
implications for the inventory correction factor
 SAP AG 1999
Business Scenario
 Your company needs to control all logistics

business processes using the active ingredient
contained within the batch.
 Unknown values for active ingredients in a batch
should be replaced by typical values for this
ingredient in that material and should be used as a
base for stock overviews, calculation of
controlling, and MRP.
 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.
 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.
Inventory Correction Factor
Pc Material:
May
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
Current stock/reqmt 2
overview
New available quantity: 200 liters
Overview of availability
 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.
Unit Summary

 Explain how planned and actual values are
used in Active Ingredient Management
 Describe planned versus actual values and
implications for the inventory correction factor
 SAP AG 1999
Exercises
Unit: Actual and Planned Values of AI Proportions

Topic: External Procurement of an Active
Ingredient

 Create a purchase order for an active ingredient
 Post the goods receipt in physical quantities
 Determine the potency of active ingredient 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 potency of active ingredient 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 base unit of measure. Enter
a batch number of your choice or accept a number assigned manually. Do
not valuate the characteristic active ingredient.
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 potency of active ingredient. 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 into unrestricted stock. The batch is released.
1-7 Batch classification has been assigned values from QM.
Check the result. Display batch classification.
1-8 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.
1-9 Quality inspection has found that the potency of active ingredient does not
correspond with the planned value. An adjustment posting for the goods receipt is
thus required.
1-9-1 Trigger a posting that is based on the goods entry inspection lot for the
purchase order.
1-9-2 Check the purchase order history once again. What do you find?
1-10 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.
Exercises
Additional Exercise: Optional
Topic: Process Orders and Job-order Costing

 Create a process order and call up the cost report
You want to produce a semi-finished product and determine the

costs for this order. The costs are to be calculated for particular
components on the basis of the active ingredient quantity.
However, for other components, the cost is to be based on the
physical quantity.
1-1 You produce the semi-finished product AI-1200.

Create a process order for the semi-finished product AI-1200.
Enter the quantity to be produced in units of active ingredient. You want to
produce 80 units of KW1.
1-2 Call up the material list and enter the material AI-1201-0# as a third component.
You need 10 KG. The component is kept in stock and is processed in operation 10
in the production process.
1-3 Determine the costs for the process order and display the itemization. Make a note
of the costs displayed.
1-4 Call the material list and carry out batch determination for material AI-1201-0##.
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 the costs for the process order once again and display the itemization.
Compare the costs with those costs that were first determined. What do you find,
and how do you explain the result?
1-6 Release the process order and save it.

Exercises

Topic: Inventory Correction

 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.
1-2 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.
Solutions

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

Vendor 100
Purchasing org. 1000 / IDES Germany
Purchasing group 007 / Zuse, K
Company code SAP Germany
Plant 1100 / Berlin
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.
1-2 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.
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

Plant 1100
Proportion/product unit KI1
The valuation price for 100 KI1 is 15 UNI.
1-5 Display the accounting view of the material AI-1201-0## at batch level
or

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:
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
Operation 10 9999
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.
1-6-2 Enter the usage decision.
Double-click the line with inspection number 5000…in the left-hand frame.
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

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 Display the accounting view of the material AI-1201-0## at batch level
or
Plant 1100
Batch = valuation category See exercise 1-2-2
The batch is now valuated differently due to the different active ingredient
potency.
1-9 An adjustment posting for the goods receipt is thus required.

1-9-1 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
1-9-2 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.
1-10 Effects in Invoice Verification

1-10-1 Enter invoice
Logistics  Materials Management  Invoice Verification  Logistics
Invoice Verification  Document Entry  Enter Invoice
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.
Solutions

Topic: Process Orders and Job-order Costing
1-1 Create process order

Logistics  Production-Process  Process Order  Process order  Create 
With material

Material AI-1200
Plant 1100
Order type PI01
Total qty 80 KW1
Start date Today
1-2 Extend material list

Goto  Material list
Include the third item:

Requirement qty 10 KG
Item category L
Operations 10
1-3 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.
1-4 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
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
Solutions

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
 Material Master  Material  Change  Immediately
or
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
Movement type 521
Plant 1100
Quantity 100 liters
Batch number Any
Active ingredient proportion Not 0.1000 LSL
for example, 0.3000 LSL or
0.02 LSL
1-2 Correct stock with regard to Materials Planning
1-2-1 Current stock/requirements list for material AI-1000-0## in plant 1100.
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
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.
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.
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.
Creation of Data in Product Quantity Management
Contents:
 The Central Unit of Measure for Product Units
 Relation of Units of Measure
 Creating Proportion Units and Conversion Ratios
 User-defined Calculation
 Linking Master Data
 Maintaining the Material Master
 Product Unit Characteristics
 Maintaining Classification in the Material Master
 Maintaining Units of Measure in the Material Master
 Activating Product Quantity Management
 SAP AG 1999
Unit Objectives
 List the most important steps for maintaining data

in Product Quantity Management
 Create units of measurement and define them as
product units and conversion ratios
 Describe the integration of product units into
batch specification
 Maintain product unit characteristics and batch
classes
 SAP AG 1999
Business Scenario
 Your company produces and stores steel bars in

Kg as base unit of measure. The bars vary slightly
in length and therefore also in weight per piece.
 Stocks should be shown also in the unit of
measure 損 iece?
 All Logistics applications should be able to use the
alternative unit of measure 損 iece? At the same
time each piece should be correctly assigned the
appropriate number of kilograms.
 SAP AG 1999
The Central Unit of Measure for Product Units
Product unit
BOM
Sales
Inventory
mgmt
C B
Purchasing A B
B
 SAP AG 1999
 The product unit can be seen as a core element which is found throughout the applications and is
used to reproduce the alternative unit of measure of a material in a batch.
 The conversion between the product unit and the base unit of measure is continuously maintained in
the background and can be displayed by each of the respective applications.
 Unlike active ingredient management, when you enter the product unit, the entire stock - rather than
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.
 The base unit of measure is the leading unit of measure for a material containing alternative units of
measure. If an entry is made in product units, the system converts this to base units of measure
before posting.
 The product unit is valid for all the stock in the batch. If there are several alternative units of
measure, which may have different base units of measure from batch to batch, you have to use
various product units to display the alternative units.
 The conversion between the product unit and the base unit of measure is stored using a ratio. This
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.
 This unit of measure is converted on a batch-specific basis from the base unit of measure KG.
 The ratio is recorded in the unit of measurement KPP (kilogram per piece).
Creating Proportion Units and Conversion Ratios
KG Kilogram Dimension weight
PC No. of steel girders

Units of measure dimensionless
KPP Weight per piece (steel girder)
Should be
handled as...
PC Pieces of steel girder

Proportion units
Alternative product unit
 SAP AG 1999
 All units of measurement to be used in active ingredient management must have been defined in
Customizing.
 Units of measurement to be used as product units must not be allocated to a dimension.
 In Customzing for Product Quantity Management, a unit of measurement is allocated the function of
the product unit. The material's stocks can be displayed in this unit.
This unit of measure is converted on a batch-specific basis from the base unit of measure KG.
 Some of the most common units of measurement for product units are delivered with the standard
system. You can enter your own definition for an alternative unit of measure at any time and allow it
as a product unit.
 To enable the conversion to a standard unit of measure, the user-defined unit of measurement is
allocated a reference.
Example
 The product unit PC is converted to the base unit of measure KG on a batch-specific basis.
 The 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) is acceptable 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 be greater than 1.
 The ratio between the product unit and the base unit of measure is stored in one batch characteristic
and thus becomes part of the specification.
 The material transfers the information to its batches.
 Product unit characteristics are allocated the special view “S” within the batch class.
 Characteristics with this view are recognised when you maintain the material master. The
information for conversion beween product unit and base unit of measure is transferred to the
material master.
Product Unit Characteristics
Material master
Origin
Batch Origin USA
USA Switz.
Weight
Weight per pc
120 KPP
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 transfers its specifications to the batch. You
can set the system so that either the batch values must be within the requirements of the material, or
so that these values are merely proposed using these requirements.
 As the product unit characteristic is part of the material specification and the specification of its
batches, the same logic applies. The exact product units in the individual batches are checked with
reference to the information entered in the material master.
Maintaining Classification in the Material Master
View:
Classification Origin
USA Switzerland
Material
Class type: Batches
Weight per pc
Class for 憇teel
120 - 125 KPP
girders?
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.
Maintaining Units of Measure in the Material Master
View:
Prop./product unit of measure
Char. Plan value Unit meas. Prop. unit

Weight per 120 KPP Kilogram / PC
pc pc
Material
GK <=> L
X ProductUn <=> Y Base UoM
1 PC <=> 120 KG
 SAP AG 1999
 After the classification view has been maintained, the system establishes whether any product unit
characteristics are present.
 You must complete the information in the Proportion/Product Unit view: the system requires a
planned value for the conversion to the base unit of measure.
 The planned value specifies the expected conversion ratio between the product unit and the base unit
of measure in the characteristic unit of measurement.
If the actual product unit in a batch is not known for a particular business transaction, the system
uses the planned value from the material master.
The planned value for the conversion between product unit and base unit of measure is transferred to
the units of measure table automatically.
Activating Product Quantity Management
Activate
product qty
Material
management?
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.
Unit Summary

 List the most important steps for maintaining data
in Product Quantity Management
 Create units of measurement and define them as
product units and conversion ratios
 Describe the integration of product units into
batch specification
 Maintain product unit characteristics and batch
classes
 SAP AG 1999
Exercises
Unit: Creation of Data in Product Quantity
Mgmt
Topic: Defining and Using Product Units

 Create units of measurement and define them as conversion
ratios
 Create characteristics to describe a product unit 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 product
units and base units of measure in the R/3 System
A steel girder, which is managed in the base unit kilogram, has
pieces that vary in length. Each piece is roughly 2 meters long
and weighs 20 kilograms. 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 at material level is not enough. Each batch requires an
exact, individual conversion. You want to fulfill this requirement
using Product Quantity Management.
1-1 Create unit of measurement (for the characteristic for describing the ratio of the
product unit to the base unit)
Create your own unit of measurement. It should then be used to convert between
the physical unit and the product unit. You will use it to measure the ratio kilogram
per piece. The new unit of measurement should be dimensionless.
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. On the
Details screen for the unit of measurement, you need not enter an ISO code.
1-2 Define product unit
Verify whether the unit of measure piece can be used as a product unit.
Define the ratio between physical quantity and product quantity for the unit of
measurement from 1-1 [U##]. Use the unit of measure piece as a product unit and
kilogram as the base unit of measure in the ratio to the unit of measure U##. Define
the ratio in such a way that the characteristic value will be greater than 1. 5
5
For example, 1 PC = 100 KG, then the quotient is best defined with KG/ST. Since the base unit of measure is
KG, you choose Define Calculation of base quantity from product quantity.
1-4 Create characteristic
In the classification system, create a characteristic that fulfils the following
requirements:
 The key should end with your group number.
 In the characteristic description, the conversion should be measured between
piece and kilogram.
 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 the decimal point and three
after the decimal point.
 Define a value interval for the characteristic (1 piece is roughly 20 KG).
 Allow the characteristic for class type 023 and 022.
1-5 Assign the characteristic to a class

Create a new class PM## for steel girders. Note that the substance view has to be
arranged at header level so that a planned value can be stored at material level for
product quantities or active ingredients.
Assign the new characteristic to the class and, when arranging the substance view,
take the characteristic level into account.
1-6 Create a new material. You can copy it.

The reference material is Y-351.
Create a new finished product PM-1000-0## for plant 1100. Copy 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 girder".
 Delete the assignment to a batch class.
Edit the views you have chosen and then save.
1-7 Maintain product unit for a material

Change the material PM-1000-0##. Choose the views Classification and
Purchasing.
1-7-1 In the Classification view, assign your new class PM## and the
characteristic to a viable value range.
1-7-2 From the Purchasing screen, go to the additional data and choose the view
for proportion units and product units. 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
to the planned value.
1-8 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 another batch. The weight per piece differs from the
planned value.
1-9 Display the material document. Call up the item details. To display the relationship
between piece and kilogram in the batch, choose Goto  Other functions 
Quantity conversion.
1-10 Call up the current stock/requirements list for material PM-1000-0##.

Switch on the display of the available quantity in product units.
Solutions
Unit: Creation of Data in Product Quantity

Mgmt
Topic: Defining and Using Product Units
1-1 Create unit of measurement (for the characteristic for describing the ratio of the
product unit to the base unit)
Customizing (Tools  AcceleratedSAP  Customizing  Edit Project  Goto
 SAP Reference IMG)
Units of measure pushbutton (dimensionless)

Internal unit of measure U##
Commercial format U##
Technical format U##
Unit of measure text - commercial For example, KG/PC
Unit of measure text - technical For example, KG/PC
Decimal places 3
Rounding to decimal places 3
1-2 Define product unit

Logistics - General  Batch Management  Batch-Specific Material Units of
Measure  Edit Batch-Specific Material Unit of Measure
The unit of measure piece is listed. It can thus be used as a proportion unit or a
product unit.
Logistics - General  Batch Management  Batch-Specific Material Unit of
Measure  Product Quantity Conversion  Define Calculation of Base
Quantity from Product Quantity
New entry pushbutton
Unit of measure of characteristic U##
Base unit of measure KG
Batch-specific UoM PC
1-4 Create characteristic

or
Pay attention to the instructions in the exercise text, in particular:
Unit of measure of characteristic U##
No. of places 6
Decimal places 3
Values 17 - 25 U##

or
Class  Create

Class PM##
Description Class for steel girders
Org Area S
Char. See exercise 1-4
Org Area S
1-6 Create new material
or

Material PM-1000-0##
Industry sector 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

Material short text 2 meter steel girder
Class assignment Delete
Edit all the views you have chosen and then save.
1-7 Maintain product unit for a material
or

Views Classification
Purchasing
Plant 1100
1-7-1 In the Classification view, assign the class PM## and extend the valuation
details 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/prod.
unit. In the Units meas. use field, enter B. Enter the required data.

Planned value 20 U## ( = KG/PC)
Proportion/product unit PC
1-7-3 In the Proportion/Prod. Unit view, choose the tab page button and Units of
measure.
The conversion is carried out at the planned value of 1 piece/20 KG.
1-8 Goods receipt without purchase order
Logistics Materials Management Inventory Management.Goods
Movement Goods Receipt Other

Movement type 501
Plant 1100
Quantity 100 pieces
Batch number Any
Active ingredient proportion Not 20 U##
For example, 19 or 22 U##
1-9 Display material document

Logistics  Materials Management  Inventory Management  Material
Document  Display
Call up the item details.
Goto  Additional functions  Quantity conversion.
The conversion shows that the batch contains 100 pieces of steel girder, with an
average weight of 19 KG/PC.
1-10 Current stock/requirements list for material PM-1000-0## in plant 1100.

In the first field for units, enter kilogram (= base unit of measure) and in the second
field, enter PC (=product unit).
Choose ENTER so that the system can create the additional column for displaying
the available quantity in product units.
The available quantities are correct in both units of measure.

Product Quantity Mgmt - Stock to Stock Transfer
Contents:
 Conversion of Quantity with Product Units
 Conversion of Quantity in Inventory Management
 Stock to Stock Transfer ? Distinction of Different Cases
 Stock to Stock Transfer with Product Units
 SAP AG 1999
Unit Objectives
 Create stock transfers of batches with different

factors of conversion between base unit of
measure and alternative unit of measure
 SAP AG 1999
Business Scenario
 From time to time your company wants to transfer

stock from one batch to the stocks of a different
batch. The conversion factor between base unit of
measure and alternative unit of measure in both
batches can be different.
 SAP AG 1999
Conversion of Quantity with Product Units
 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
Target:
 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.
Conversion of Quantity in Inventory Management
Profile for sheet-metal plates
Stockkeeping unit: KG
Batch unit: PC
Batch characteristics:
- Fusion number
- Origin
- Certificate
- Length (!) 6000 mm
Fixed batch
conversion factor F
 SAP AG 1999
 Scenario:
 You define the conversion factor for a batch.
 All items are roughly the same weight. All goods movements are carried out with the conversion
factor for this batch.
Stock to Stock Transfer - Distinction of Diff. Cases
Issuing batch Receiving batch
Existing batch, same

conversion
Existing batch, different

conversion
New batch
 SAP AG 1999
 You can carry out stock transfers in one or more product units between batches with different
conversion factors (T160M).
 The transferred quantity is checked for errors after the decimal point with the conversion factor of
the receiving batch.
 Example: Quantities are defined as whole numbers.
Weight per piece for issuing batch 300 kg
Weight per piece for 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
Stock to Stock Transfer with Product Units
Issuing batch Coil1 Issuing batch Coil2

Weight per pc ? 300 kg (e.g. from GR) Weight per pc 310 kg
Weight per pc 310 kg

Weight per pc 310 kg Receiving batch Coil3
 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 during reversal:

 Goods receipt with 3 pcs 900 kg (weight per pc 300kg)
 Goods issue with 1 pc 300 kg (weight per pc 300 kg)
 Stock transfer from 1 pc with 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)
Unit Summary

 Create stock transfers of batches with different
factors of conversion between base unit of measure
and alternative unit of measure
 SAP AG 1999
Conclusion (1)
Availability Check
XXXX
+ YYY
Batch Levels Batch

Batch

Batch Batch
 SAP AG 1999
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
Appendix
Contents:
 Menu Paths
 SAP AG 1999
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
or
Logistics  Materials Management  Material
Master  Batch  Create|Change|Display
Valuation record for active Logistics  Central Functions
ingredient management  Batch Management  Batch-specific Units of
Measure  Standard Price
Inventory Management
Activity Menu Path
Goods receipt | Transfer Logistics  Materials Management  Inventory
posting | Goods issue Management  Goods Movement  Goods
Receipt|Transfer Posting|Goods Issue
Current Logistics  Materials Management  Inventory
stock/requirements list Management  Environment  Stock 
Stock/Requirements List
Material documents Logistics  Materials Management  Inventory
Management  Material Document 
Change|Display
Classification System
Activity Menu Path
Class Logistics  Central Functions  Classification 
Activity Menu Path
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 Logistics  Central Functions
specification  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
 Quality Inspection  Worklist
Activity Menu Path
 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 
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
Master recipe Logistics  Production - Process  Master Data
 Master Recipes  Recipe and Material List 
Batch Where-used List
Activity Menu Path
Display batch where-used Logistics  Central Functions
list in Inventory  Batch Management  Tools
Management  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 Logistics - General  Batch Management 
setting up Batch Specify Batch Level and Activate Status
Management Management
Logistics - General  Batch Management  Batch
Number Assignment
Logistics - General  Batch Management 
Creation of New Batches
Valuation
Status Management
Activity Menu Path
Where-Used List
Specific Material Units of Measure
Batch Determination Logistics - General  Batch Management  Batch
Determination and Batch Check  Condition Tables
Determination and Batch Check  Access Sequences
Determination and Batch Check  Strategy Types
Determination and Batch Check  Batch Search
Procedure Definition
Determination and Batch Check  Batch Search
Procedure Allocation and Check Activation
Determination and Batch Check  Activate
Automatic Batch Determination in SD
Determination and Batch Check  Define Selection
Classes
Determination and Batch Check  Define Sort Rules
Determination and Batch Check  Maintain Batch
Allocation Strategy Number Ranges
Customizing for Active Ingredient Management

Activity Menu Path
Define units of General Settings  Check units of measurement
measurement  Units of measurement
Proportion units for Active Logistics - General  Batch Management  Batch-
Ingredient Management Specific Material Units of Measure  Edit Batch-
Specific Material Unit of Measure
Specific Material Units of Measure  Calculate
Activity Menu Path
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 Logistics - General  Batch Management
Ingredient 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

LO955 Batch Management

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LO955 Batch Management

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LO955 Batch Management

Copyright 2000 SAP AG. All rights reserved.

All rights reserved.

 Six months' experience in one of the R/3 Logistics

Members of user departments that are involved in Batch

Notes to the user

This course will prepare you to:

 Customize Batch Management in the applications

At the conclusion of this course, you will understand

The following are dealt with in detail:

Unit 1 Course Overview Unit 8 Batch Determination

Unit 13 Appendix: Batch Creation Unit 17 Active Ingredient

Unit 14 Introduction to Unit 18 Actual and Planned

Master Data Batch Determination Batch

Batch Specification Shelf Life Expiration Date 29

Batch Status Mgmt Batch Where-used List

 Your company is implementing SAP and Batch

At the conclusion of this unit, you will be able to:

 Provide a short overview about the relation of

Availability Check for

Master Data Batch Determination Batch

Batch Specification Shelf Life Expiration Date 29

Batch Status Mgmt Batch Where-used List

 Batch Management can be used in ALL sectors of

 It is used mainly in the following branches of industry:

R/3 integration model

Warehouse management Warehouse management

W/house Process/ W/house

You are now able to:

 Provide a short overview about the relation of

At the conclusion of this unit, you will be able to:

 Define the term 揵 atch?

Master Data Batch Determination Batch

Batch Specification Shelf Life Expiration Date 29

Batch Status Mgmt Batch Where-used List

Your company needs to manage distinct quantities of

揂 batch is a quantity of any drug produced

Food and Drug Administration

Production lot Process order/

 A production lot can be manufactured in several production runs.

Product: epoxy resin

Material 308-188 Material 309-140 Material 307-160

Batch 1 Batch 2 Batch 3

Production date: Production date: Production date:

 The master data hierarchy shows...

Set the batch management

Goods movement Create batch master manually

101 521 Raw matls Finished products

Production or process order

 Define creation upon goods movements or in batch master

You are now able to:

 Define the term 揵 atch?

Tips & Tricks

Data Used in Exercises

AICL00010## Liter substance/ liter AI

Type of Data Data in Training System

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

Unit: Master Data

At the conclusion of this exercise, you will be able to: