Why Batch Management is required?

Hello Experts,
I am going through all notes available in SPRO related to Batch Management and able to understand the settings for the same.
However, I do not have any idea what is the importnace of Batch Management? Why do we do that? And where its required?
Can you throw some light on the same?
Thanks And Regards,
Krupesh Kothari.

In various industries u2013 particularly the process industry u2013 you have to work with homogenous partial quantities of a material or product throughout the logistics quantity and value chain.
There are various reasons for this:
Legal requirements (for example, the guidelines set out by GMP (Good Manufacturing Practice) or regulations on hazardous material
Defect tracing, callback activities, and regression requirement
The need for differentiated quantity-and value-based Inventory Management (for example, due to heterogeneous yield/result qualities or varying constituents in Production.
Differences in usage and the monitoring thereof in materials planning in SD and Production.
Production or procedural requirements (for example, settlement of material quantities on the basis of different batch specifications).
Integration
Batch Management is integrated in all applications of the R/3 System. It supports the management and processing of batches in all of a companyu2019s business processes.
Features
Batch number assignment
You use this function to assign a batch with a number that uniquely identifies it.
Batch specifications
You use this function to describe each batch uniquely using characteristics and characteristic values. You specify the permitted value range in the allocated material master record.
Batch status management
You use this function to indicate whether a batch is usable or unusable. You set this status:
Manually in the batch master record or at goods receipt
Automatically in the usage decision in quality management
Batch determination
With this function, you can use various criteria to search for batches that are in stock, for example:
when posting goods issues
when combining suitable material components for production orders and process orders
when creating a delivery according to particular customer requirements
Batch where-used list
The batch record contains all quality-relevant planned and actual data for the production of a batch and complies with the GMP guidelines (Good Manufacturing Practices) for the pharmaceutical industry and food industry.
The path of the batch from Procurement to delivery to your customer is shown in the batch where-used list.
For more information, refer to Archiving Batch Records (PP-PI) in the BC - SAP ArchiveLink Scenarios PP documentation.
Active ingredient management
You use this function to administrate and process materials with active ingredients that are to be handled in batches.
also see following:
The following process chain describes how batch management could look when integrated into the relevant SAP component.
Process Flow
Sales & Distribution
A sales order for a material subject to handling in batches is posted.
You have previously agreed with the customer that the batches of the material he is supplied with must meet certain specifications.
you run a batch determination, as well as a batch availability and usability check. The system determines that the sales order cannot be met with the present stock.
a requirement is transferred to production.
Production
A production order (discrete manufacturing) or a process order (process manufacturing) is created for the material to be handled in batches due to the posted sales order.
A batch number can be assigned for the quantity of material to be produced.
As raw materials with certain specifications are required for the manufacture of this material, batch determination is triggered.
If a sufficient quantity of raw material is available, the selected batches are reserved for the production or process order
Purchasing
If there is an insufficient quantity of raw material, the required quantity with the appropriate specifications is ordered from the vendor.
Goods Receipt
Due to the purchase order created by purchasing, the raw material is posted to the stock in quality inspection during goods receipt.
The batch is assigned a batch number.
An inspection lot is created.
Quality Management
The delivered batch of raw material is subject to quality inspection.
The inspection results are recorded, and become available to batch determination as soon as the usage decision has been recorded.
The batch is posted to either restricted or unrestricted stock.
Warehouse Management
The batch of raw material is placed into stock at storage bin level.
Production
Before production commences, an availability check is run as part of batch determination.
The production or process order is released.
A batch number is assigned to the material to be produced.
The shop floor papers (PI sheet, for example) are created.
An order-related inspection lot is created for quality inspection.
The raw materials warehouse is notified of the transport requirement for material provision.
Warehouse Management
Using the transport requirement, the batch of raw materials is provided at the correct time and date.
Production
The manufacturing process is completed, the batch of raw material is consumed.
Inventory management
The goods issue for the batch of raw material required by production is posted.
Quality Management
Inspections are conducted during the manufacturing process.
The inspection results are recorded.
A usage decision is made.
Inventory Management
The batch produced is posted to the stock in quality inspection.
An inspection lot is created.
Quality Management
The batch produced is subject to a quality inspection for final release.
The inspection results are recorded.
A usage decision is made.
Inventory Management
The batch produced is posted to unrestricted-use stock.
Sales & Distribution
During delivery, batch determination is conducted with reference to the sales order.
During batch determination, an availability check is carried out.
Using the inspection results for quality management, inspection certificates can be automatically created.
Inventory Management
The goods issue is posted.
For detailed information on batch management in Inventory Management, refer to the MM - Inventory Management documentation.

Similar Messages

Batch Management Indicator Required - Material Master

Hello,
My requirement -
Batch management field has to be required for material Type "FERT"
1) I created a new field selection group for the field "batch management" (MARA-XCHPF)
2) Created a new Field Reference group with "Required" entry (OMS9)
3) Assigned the New Field Reference to the material Type in OMS2
The batch management Field is now a mandatory field.
Issue is, when we try to create only the basic Data Views of a FERT material, system does not allow to save the material untill the "Batch Management Indicator" is activated (even if we are not referencing to any plant specific views of the material master.)
We need to have the the Batch management indicator a required entry for FERT, but at the same time should be able to create material master with basic data Field only (we would be extending the plant specific views later)
Is there a alternative method to have this setting to meet the requirements above?
Thanks

Hi
I think you can check if the batch level is defined on material or client now, if yes, you may check if that can be switched to plant level. As far as I knw the basic data is for client so the field is shown on basic data view and ask to input value as you customized.
Alternatively, I think you can use the user exit MGA00001to check the field instead of the field selection, this is called when the material master get saved, then you can write your own source code to chec if the customer filled the field only for certain situations.
Best Regards.
Leon.

I want to create batch in IS-RETAIL. with out using batch management

dear all
i have to create a batch with using batch management in IS-RETAIL . when i am creating the MM41 that time i have to give the tick mark for batch management that has to come in migo screen with movement type 105. their i can select the batch's whcih i can use . how can i do it. batch management not required, but have to create batch for my material .
thank you
Ark

dear experts
yester day i asked the same question. i created the article and also ticked in batch management tab. but i did't configure any batch management in my screen. when i am going to use the migo screen with movement type 105 i have to select the storage locations with different batch number for that article . how can i maintain that? can you please give me the solution for this . i dont need any batch management configuration ? i need simple solution but should be use full for my requirement?.
thank you
RK

Batch management requirement cannot be changed; choose "Display errors

i am getting this error in material master when i am removing tick from batch managment
regard
nabil

Batch management requirement cannot be changed; choose "Display errors"
Message no. M3530
Diagnosis
The pushbutton Display errors appears only in dialog mode, not in data transfer or in mass maintenance.
Procedure
If this message appears in data transfer or in mass maintenance, and you want to know why the field cannot be changed, access the material in dialog mode using the relevant transaction below, try to change the field as required, and then choose Display errors:
Industry
Proceed
Retail
Proceed

Note 533276 - Setting the batch management requirement indicator

Hi;
we have found an oss note for setting the batch management requirement
indicator.. but the program mentioned in oss note does't exist in the
attachement part.. we urgently need your help..
how can we find program RVBCONVMAT2BM?
Note 533276 - Setting the batch management requirement indicator
Solution
Here, the standard procedure is to clear stocks of the current and the previous period as well as to complete the open documents. Note 30656 provides further information about this.
Alternatively, in the case of a large data or document volume, you can use a conversion report from the batch development that sets the batch management requirement indicator without the necessity of manual preliminary works such as the posting of the stocks or the completion of open documents.
We have developed the main features of this report, but it must be adjusted to individual business processes in a customer project that is subject to charges.
If you require further information about functions of this tool or about running such a customer project, you can send an e-mail to the consulting department ([email protected]).

Hi,
You also need to check for open sales order, open production orders, open WM transfer orders and open deliveries. These documents needs to be closed/completed.
Check OSS notes 533276 - Setting the batch management requirement indicator.
Following is the details of this notes;
Summary
Symptom
The attempt to set the batch management requirement indicator for a
material in the material master record maintenance fails because there are
stocks or documents that are not completed such as production orders, sales
orders, deliveries or WM transfer orders.
More Terms
MARA-XCHPF, MARC-XCHPF, RVBCONVMAT2BM
Cause and Prerequisites
Solution
Here, the standard procedure is to clear stocks of the current and the
previous period as well as to complete the open documents. Note 30656
provides further information about this.
Alternatively, in the case of a large data or document volume, you can use
a conversion report from the batch development that sets the batch
management requirement indicator without the necessity of manual
preliminary works such as the posting of the stocks or the completion of
open documents.
We have developed the main features of this report, but it must be adjusted
to individual business processes in a customer project that is subject to
charges.
If you require further information about functions of this tool or about
running such a customer project, you can send an e-mail to the consulting
department (BMToolsatsap.com).
Regards,

Batch management requirement indicator

Dear experts,
Due to an error during test-conversion, I have a number of materials that should have gotten the Batch management requirement indicator. At this moment the system does not allow me to change this indicator, because it detects stockpostings.
Since it is an inactive client I have the possibility to change whatever is needed, so I removed the stock. But apparantly this is not enough.
Does anyone know a way to enforce the Batch management requirement indicator?
Thanks for your help!
Best regards, AJ

Hi,
You also need to check for open sales order, open production orders, open WM transfer orders and open deliveries. These documents needs to be closed/completed.
Check OSS notes 533276 - Setting the batch management requirement indicator.
Following is the details of this notes;
Summary
Symptom
The attempt to set the batch management requirement indicator for a
material in the material master record maintenance fails because there are
stocks or documents that are not completed such as production orders, sales
orders, deliveries or WM transfer orders.
More Terms
MARA-XCHPF, MARC-XCHPF, RVBCONVMAT2BM
Cause and Prerequisites
Solution
Here, the standard procedure is to clear stocks of the current and the
previous period as well as to complete the open documents. Note 30656
provides further information about this.
Alternatively, in the case of a large data or document volume, you can use
a conversion report from the batch development that sets the batch
management requirement indicator without the necessity of manual
preliminary works such as the posting of the stocks or the completion of
open documents.
We have developed the main features of this report, but it must be adjusted
to individual business processes in a customer project that is subject to
charges.
If you require further information about functions of this tool or about
running such a customer project, you can send an e-mail to the consulting
department (BMToolsatsap.com).
Regards,

Recurring Inspection is required for non batch managed material

Hi Gurus,
My scenerio is I want recurring inspection of material but my material is not batch managed. is there any way around to cater this requirement?
Regards

Without Batch management the reccuring inspection is not possible because if you receive 100 quantity of material A on date X and consume 50 and again you purchase 50 on daye Y and comsume 30 out of it .. Then how the system will know about when to trigger this inspection and for how much quantity..Even you use development the system canot identify the materials got consumed .. If it is serialized material then you can do it by creating the development table and maintaining the receipt date for each serial no and the inspection date...

FIFO Valuation - Is Batch Managed Required?

Hi ,
I need help to confirm to me if we are planning to use FIFO valuation, must the material be batch managed if needs to use this functionality? Appreciate clarification from the experienced Gurus in FIFO valuation. Thanks!
Regards,
Michelle Low

Hello
I have gone thru couple documents and SAP help, there is no requirement of Batch management for FIFO.
System will carry out FIFO valuation based on goods receipts,material document internally. I have tested some steps in FIFO scenario as explained in SAP Help and no meesages on Batch requiremnt requirement.
Lets wait for some moe time for FIFO valuation expert posts.
warm regards
Ramakrishna

Batch Management Requirement - SD document

hi all,
I am trying to activate batch management in MM02. But it has error:
SD documents exist (orders or deliveries) that have not yet been processed or that have been processed only in part.
It lists two SD document: one SO and one DN
This is the only error the system gives. I am sure the material has no inventory in previous period and this period and no other outstanding document
Then I changed the DN qty to 0, posted it
And I changed the SO qty to 0 or reject the SO item
But system keep giving the above error
Could anyone advise?
Thanks

hai;
First you have to cancel the DN .Take VL09.Reverse the goods movement then take VL02 select the document and delete the items from it and save.
Then goto VA02 and type the SO number and delete the item .and save it.
Now the stock will be greater than zero.
Once again make it as zero and activate the batch management.
Hope this will serve you better
regards.
fasal

Batch Management Requirement

Dear Experts,
We are going for Batch management in our rollout project.
Scenario we wil be as follows:
1] SFG material need to be handled by Batch
2] FG material need to be handled by Batch
3] We want the Batch output of SFG to FG
Ex: let say we have manufactured SFG as ABCD123, this need to be processed again become FG at this time also we want batch as ABCD123.
How this can be achived & which is better either internal OR external.
Please suggest
Thanks
DN

Hi Don,
First things first both the SFG and the FG need to have the Batch Management indicator activated in the material master. Secondly in SPRO you can choose to activate Internal batch number assignment or leave it at default inactive status. Thirdly maintain the BOM for FG and SFG. When you are manufacturing or procuring the SFG you have the freedon of mentioning the Batch number in the goods receipt tab of the production order or in the batch tab of the MIGO transaction.
Once the SFG is in stock you can create a similar batch for the FG at the time of production and this is because both these materials are different and can be produced or procured or sold independently. So the batch becomes material specific.
I hope the solution was helpful
Thanks and Regards
Srinivasan R

Spilt valuation with batch management?

Gurus,
I want to activate split valuation with batch management..
i know the configuration of doing split valuation..
but, i need help on batch management configuration...

hi,
Why do you want both at the same time??
Either split val. or batch management independently can solve your issues...
Please let me know the reason...
For split valuation :
To select split valuation ('OMWC'), proceed as follows:
1. Determine the valuation categories and valuation types that are allowed for all valuation areas:
global valuation categories via menu "Goto --> Global Categories"
global valuation types via menu "Goto --> Global Types"
2. Allocate the valuation types to the valuation categories.
a) Select "Goto --> Global Categories".
b) Position the cursor on a valuation category and select
"Goto --> Global Categories --> Assignments --> 'Types->Category'".
c) Activate the valuation types you want.
3. Determine the local valuation categories for each valuation area.
a) Select "Goto --> Local definitions".
b) Position the cursor on a valuation area and select
"Goto --> Local Definitions --> Allocate Categoires->Org.units (button Cats->(OU)".
You obtain a list of the global valuation categories.
c) Activate the categories to be used in this valuation area.
The system creates the local valuation types based on the allocations under point 2.
Only now can you create a master record with split valuation.
Specifying Split Valuation by creating Material Subject to Split Valuation
1. Create a material master record, selecting the Accounting View 1.
2. Enter your data as required on the Accounting data screen, specifying a valuation category.
(If you can't find the valuation category field, it might be hidden, use OMSR to define the Field Groups.
Look for the field MBEW-BWTTY for Valuation category).
3. Be sure that the price control indicator is V for moving average price and enter a moving average price.
4. In the case of split valuation, you can create only one valuation header record with price control V because the
individual stock values are cumulated, and this total value is written to the valuation header record. This is where the
individual stocks of a material are managed cumulatively. To do this, fill in the Valuation category field on the accounting
screen when you create the material master record and leave the Valuation type field blank.
5. Save your data and the system creates the valuation header record.
6. The initial screen appears.
7. Extend the material by creating new material master records from the Accounting view 1. For the first material, specify a
valuation type in the Organizational Levels dialog box and enter the respective accounting data on the data screen.
Proceed likewise for the other materials, distinguishing between them by valuation type. To do this, call up the material in
creation mode again. Due to the fact that a valuation header record exists, the system requires you to enter a valuation
type for the valuation category.
8. Repeat step seven for every valuation type planned.
You want to valuate the stock of material XYZ that you obtain from manufacturer A in Los Angeles at a different price than the stock you obtain from manufacturer B in Detroit. In this case, the valuation category is H for origin. Your valuation types can be LOS ANGELES and DETROIT.
If a material is subject to split valuation, every quantity (sub-stock) of this material must be assigned to a valuation type (for example, country of origin).
For every valuation type, there are two types of data in the system, as follows:
Valuation data (for example, valuation price, total stock quantity, total stock value), which is defined for every valuation type at valuation-area level and applies to all dependent storage locations.
Stock data, which, like batch data, is managed separately for each storage location. If a material that is subject to split valuation is also subject to management in batches, its stock data is not managed by valuation type, but rather by batch. Every batch is assigned to a valuation type.
The stock quantity, stock value, and valuation price for all valuation types are managed cumulatively at valuation-area level
Regards
Priyanka.P

PIR's and batch management issue, can this be solved in APO ?

Hi All,
I've an issue. I honestly dont know where I can get a solution for that and thats why i will post it in mm and also pp forum.
Here is my issue.
All materials are batch managed. Each and every customer can get only certain batches and not all batches meet the requirement of a customer. Lets say I have 3 plants (plant 1, plant 2 and plant 3) and I have 3 customers ( cust1, cust2 and cust3). Lets say I get a demand for material and I create PIR's in plant 1. when I run MRP, it will generate planned orders. I convert that into purchase req and then into STO for plant 2. when plant 2 doesn't have the raw material to process into semi finished, I will create and sto from plant 2 to plant 3 to get the raw material. The reason we create sto to plant 2 initially is because it has to process something before it sends it to plant 1. so the link is from customer 1 --> plant 1 (finished goods) -- > plant 2 (semi finished) --> plant 3 (raw material).
Right from raw material it is specific to a customer. i.e. not all raw material batches from plant 3 will be accepted by customer 1.
so when the demand flows from customer 1 to plant 2, is there anywhere that I can keep track of for which customer that order is going and select raw materials based on the end customer ?
Can this be solved in APO ?

Hi sapcrs,
Your requirement is meet the solution of configuration of the following scenario.
customer 1 --> plant 1 (finished goods) -- > plant 2 (semi finished) --> plant 3 (raw material).
The conditions are
a) Raw material is batch managed
b) Keep track of order flow
Solution:-
1) Maintain raw material as batch managed in R/3. Suitably class and characterisitics to be developed to send the information to APO as that the RM is batch managed.
2) The Bom of semi-fnished item at plant-2 to be maintained with raw material. The source of supply has to be linked with plant-3. The RM will be externally procured from plant-3 for plant-2 which is batch specific. The Bom item will be send to APO as PPM which contain all bom and routing details.
3) Now once RM is ready at Plant-3, it will be sourced to plant-2 and at plant-2, semi-fnished item will be made with the production orders triggered from bom & routing data at plant-2
4) Now semi-finished item is ready at plant-2. Once it is ready, it has to be sent to plant-1 for mfg FG. This can be achieved by creating lane between plant-1 and plant-2.
5) Through lane, semifinished item reaches plant-1 which is made at plant-2 which contains RM made at plant-3 which is batch specific.
6) Using semifinished item, Finished product can be made at plant-1
7) Now your final requirement is to track all order flow changes. This can be achieved by mechanism in APO called pegging. Using pegging, the order flow can be tracked right from FG to RM.
Regards
R. Senthil Mareeswaran.

STO PIR and Batch management

Hi All,
I've an issue. I honestly dont know where I can get a solution for that and thats why i will post it in mm and also pp forum.
Here is my issue.
All materials are batch managed. Each and every customer can get only certain batches and not all batches meet the requirement of a customer. Lets say I have 3 plants (plant 1, plant 2 and plant 3) and I have 3 customers ( cust1, cust2 and cust3). Lets say I get a demand for material and I create PIR's in plant 1. when I run MRP, it will generate planned orders. I convert that into purchase req and then into STO for plant 2. when plant 2 doesn't have the raw material to process into semi finished, I will create and sto from plant 2 to plant 3 to get the raw material. The reason we create sto to plant 2 initially is because it has to process something before it sends it to plant 1. so the link is from customer 1 --> plant 1 (finished goods) -- > plant 2 (semi finished) --> plant 3 (raw material).
Right from raw material it is specific to a customer. i.e. not all raw material batches from plant 3 will be accepted by customer 1.
so when the demand flows from customer 1 to plant 2, is there anywhere that I can keep track of for which customer that order is going and select raw materials based on the end customer ?
Also even though I maintain some information in text field in STO, when I run mrp at the supplying location for other plant, it will not pick anything up in planned order. how can we make it pick up automatically ??
I have no idea on VC, can I do anything with VC for this ?
or is there anyway that I can link together through enhancements, custom development, z tables for this ??
please do let me know

Is this for discrete or process industry ?

BADI - WORKORDER_GOODSMVT - check for BATCH management

Hi there,
I have implemented WORKORDER_GOODSMVT BADI (Backflush method) to fill the batch number with a default value for a given plant.
This is working fine.
However, I only want to fill this if the Material in the Production Order is "batch managed" (at the moment it's happening for all materials in the Prod. Order ). This indicator field does not appear to be available in the structures of the BADI.
If I look in CO02 for the order, I can see a column called BATCH which is filled with an 'X' in certain cases.
An F1 on the screen field says that it is 'RESBD-SPLKZ'
However, if I check RESB table (or read RESBD using a function module) , this SPLKZ field is always blank for the given order.
Does anyone have an idea why this is, or where I can find a proper "Batch Indicator" field?
All suggestions appreciated.
I have searched forums and can't find relevant solution.
Thanks,
David.

Hi Bruce,
I solved the problem by going to MARC table with material and plant, and checking field MARC-XCHPF ('Batch management requirement indicator').
if this field was set to 'X', I made my change to the CHARG field.
Hopefully this helps you.
this is from a long time ago, I should have updated the post sooner - will mark as solved now.
thanks,
David

Batch Management Indicator not getting set for material master

Hi,
In one of the material we need to mark the Batch Management Indicator in Material MAster. We had removed all the stocks from the material. But still we are getting error, Stock exists for the material in Plant XXX and Sloc YYY.
I checked in MARD table and MMBE that for this maaterial there are no stock for said Sloca and Plant.
One thing which I noticed in the Material Master and MARDH table that there exists some stock in Previous persiod for the said Sloc and Plant.
Need to know is this error is due to stock shown in previous period. Why system is checking the previous period stock.
How can we resolve our issue and check this Indicator.
Please let me know as earliest as possible.
Thanks
SG

Hi,
Refer OSS Note 30656 - Change base unit of measure/batch mngt requirement
Following are the details of this note;
Symptom
When maintaining a material master record, you change the base unit of measure or the batch management requirement indicator or the valuation category. The system then tells you that this change is not possible since stocks still exist. However, no stocks are shown for the material in the stock overview.
Reason and Prerequisites
The message that stocks still exist refers not only to stocks in the current period, but also to stocks in the previous period.
The reason for checking previous period stocks is that postings can also be made to the previous period when entering goods movements. This would result in inconsistencies if the base unit of measure had meanwhile been changed.
Solution
Please check whether stocks still exist for the previous period by displaying, for example, the plant stock view or storage location stock view of the material. You do this by selecting "Extras -> Previous period -> Prev. pd SLoc. stock or Prev. pd plant stock".
If previous period stocks exist, you can make a withdrawal posting as follows:
1. Post the same amount to current period stock (for example, using movement type 561) so that previous period stock and current period stock are identical.
2. Make a withdrawal posting in the previous period for the stock together with posting date (for example, using movement type 562).
You can now try again to change the base unit of measure or the batch management requirement indicator.
Since the posting of the previous period values to zero is identical with posting to the stocks of the current period, you should reverse the above stock postings (i.e. the stock from the previous period should be booked in again) to make sure that the stock values from the previous and the current periods correspond to the state before the change. Please note, however, that the postings are then carried out using the changed master data from the current period (e.g. account determination, etc.)
Regards,

Why Batch Management is required?

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