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