Triggering Manual Batch Determination for Deliveries


To trigger manual batch determination in a delivery, flag the appropriate item in one of the
overview screens. Now choose Item Batch split. The system branches to the batch split
screen. Here you have the three following options that enable you to trigger batch determination:
You can select new batches
To trigger a new batch determination, choose Edit Batch determination New batch
determin.. If a batch determination has already run previously, all selected batches are
discarded, and the new batches are selected using the sort rule. The discarded batches
continue to be displayed, but the system resets the quantities to ‘0’.
You can change the batches
Choose Edit Batch determination Corr. batch determin.. Using this function, you
cannot change the selected batches, but you can add new ones. This function can prove
useful if the delivery item has already been picked, but the complete delivery quantity
has not yet been allocated.
You can display the batches
To display the batches, choose Edit Batch determination Displ. batch determ.. You
can use this function to display all selected as well as all discarded batches.
All items for which a batch split has been used, are denoted by an asterisk to the
right of the material description on the delivery overview screen. Double-click on the
asterisk to display the batches found for the respective item in the delivery.
See also:
Changing the Results of Batch Determination
Displaying Information on Batch Determination

Batch Determination for Deliveries


Use
You should choose batch determination in deliveries, if
You are dealing with materials that are constantly available (mass production)
You want to minimize capital lockup
The specifications are not very detailed (e.g. if you require batches that may not be sold
in the USA but in Asia, or batches that are suitable for whole customer groups), see also
section Batch Determination in the Transfer Order.
The expiration date, or the remaining shelf life are the most important criteria
Batch splits are necessary
If batches have already been specified in the sales order, they are copied to the
delivery, and cannot be changed there.
Features
Depending on the settings you have chosen in Customizing, there are two ways in which you can
run batch determination when taking deliveries:
Automatically, during the background transfer of the order data for all relevant items of
the delivery, or
You can trigger it manually when you process the delivery; see section Triggering
Manual Batch Determination for Deliveries).
You still have the option of triggering manual batch determination, if you have already used
automatic batch determination previously, but want to use other batches than those the system
selected using the sort rules. If you want to use automatic batch determination, you need to make
the appropriate settings in Customizing; see section Activating Automatic Batch Determination in
S&D in the Implementation Guide.
As batch splits are possible for deliveries (see also Working with Batches in Deliveries [Ext.] in
the SD - Sales and Distribution Processing documentation), you can run batch determination at
this point, if a batch determination in the sales order only located an insufficient quantity, but you
have noticed that several batches with the appropriate specifications are available, that when
combined would provide the desired quantity

Triggering Manual Batch Determination in Sales Orders


You can trigger manual batch determination using the following procedures:
Flag the item for which you want to run a batch determination on one of the sales order
overview screens, and choose Edit Batch determntn item.
On the detail screen Business Data, choose Edit New batch determin for the
respective material.
By using this function, you branch from the sales order to batch determination.
The system proposes the first batch found according to the sort rule, but it also displays all other
batches that are found. You can now select a batch other than the one proposed by the system.
See also:
Changing the Results of Batch Determination
Displaying Information on Batch Determination

Determining Batches in Sales Orders


Depending on the settings you have chosen in Customizing, there are two ways you can run
batch determination in sales orders:
Automatically, during creation of the sales order (see section Activating Automatic Batch
Determination in S&D in the Implementation Guide) or
You can trigger it manually during order processing; see section Triggering Manual Batch
Determination in Sales Orders)
You still have the option of triggering manual batch determination, if you have already used
automatic batch determination previously, but want to use other batches than those the system
selected using the sort rules.
Specify descending quantity for the sort sequence, so that the system always finds
the batch with the largest available quantity first.
There are three possible scenarios when you use automatic batch determination.
The system finds a batch of the desired quantity
The system finds an insufficient quantity
The system does not find a suitable batch
Scenario 1: The System Finds a Batch of The Desired Quantity
The desired quantity of a batch with the appropriate specifications is found, and returned to the
order. No dialog takes place, as the Customizing setting Dialog yes is overridden during
automatic batch determination.
Scenario 2: The System Finds an Insufficient Quantity
The system only finds an insufficient quantity of a batch with the appropriate specifications. As no
batch split is possible during batch determination in the sales order, this might also be the case,
where the required quantity could be obtained from several batches (see also section Batch
Determination for Deliveries. The first batch found using the sort rule is returned to the
sales order. You have the option of intervening via manual batch determination. First, call batch
determination again in order to obtain an overview of available batches. You then have the
following options:
You can select a different batch
You can enter a new item in the sales order of which you know that batches with
sufficient quantities are available
You can search for a batch with similar specifications by changing the selection criteria
See also:
Changing Sales Orders [Ext.] in the SD - Sales and Distribution Processing documentation.
Scenario 3: The System does not Find a Suitable Batch
The system does not find a batch with the appropriate specifications. In this case, you can either
use manual batch determination to run a new search with different selection criteria, and/or
trigger make-to-order production. You need to enter the latter in the sales order. (See also
section Make-To-Order Production [Ext.] in the SD - Sales and Distribution Processing
documentation. The production order uses the specifications stored in the sales order to find
suitable batches of the materials required for production.
The three scenarios described above are also possible during manual batch determination. In
this case, however, you can intervene directly