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Triggering Manual Batch Determination for Deliveries

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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

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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

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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

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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

Batch Determination in Sales Orders

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You should choose batch determination in sales orders when customer requirements take

precedence over all other factors (such as stock removal strategies, for example). Use batch

determination here, if a customer, for instance, requires a material with certain set specifications.

Contrary to deliveries, batch splits are not possible for sales orders (as opposed to delivery).

Even if you have defined a certain number of batch splits in the batch search strategy, the

system overrides this default setting.

You use batch determination for the sales order to find batches for set specifications. You can

also reserve batches, as requirements are transmitted via the sales order in the same way as

they are via the quotation.

Batch Determination in Quotations and Quantity Contracts

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Batch determination in quotations or quantity contracts allows you to reserve batches for a

customer at a very early stage. This is because requirements are transmitted in a quotation or a

quantity contract ensuring that the corresponding batches can be reserved. However, you must

first make sure you have chosen the type of quotation or quantity contract to be used for

transmitting requirements (this is controlled using the schedule line category). You make the

settings required for this in Basic Functions Customizing. When you create the sales order, the

system makes a cross-reference between the quotation or quantity contract, and the quotation

requirements or quantity contract requirements are calculated according to the order

requirements.

Determining batches at an early stage ensures that the material is available when the customer

requires it. However it can entail capital lockup over a relatively long period.

You can define whether batches that you have already determined in quotation or quantity

contract should be fixed or unmodifiable. You use the message system to control this. If you

choose the setting Error message (E), the batches are fixed. If you choose either No message ()

or Warning message (W), you can still change the batches in the order. You make these settings

in Customizing for Sales and Distribution

Batch Determination in Sales and Distribution

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Use

There are four points at which you should use batch determination in Sales & Distribution. These

are:

Quotations

Quantity contracts

Sales orders (or scheduling agreement)

Delivery

Triggering Batch Determination for Repetitive Manufacturing

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Repetitive Manufacturing with Partial Orders

Proceed as described in sections Triggering Batch Determination for Process Orders

or Triggering Batch Determination for Production Orders

Repetitive Manufacturing Without Partial Orders

To trigger batch determination during repetitive manufacturing without partial orders, proceed as

follows:

1. On the Repetitive Manufacturing screen, choose Backflush → Final backflush.

2. Enter either the material number and/or the number of the run schedule header. Choose

ENTER.

3. On the Final backflush screen, enter the receiving storage location, the batch, and the

quantity to be confirmed (the quantity produced), and choose Execute.

The system conducts a batch determination for all components that are subject to

handling in batches.

See also:

Displaying Information on Batch Determination

Changing the Results of Batch Determination

Batch Determination in Repetitive Manufacturing

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Batch determination in repetitive manufacturing with partial orders is identical to batch

determination for process and production orders.

You use batch determination for repetitive manufacturing without partial orders to find batches

for the withdrawal posting of the run schedule header. In this case, batch determination is

identical to batch determination in Inventory Management.

Triggering Batch Determination for Production Orders

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To trigger batch determination for production orders, proceed as follows:

In the Component Overview screen, select those materials of which you want to find

batches. Choose Component → Batch management → Trigger batch det.

See also:

Changing the Results of Batch Determination

Displaying Information on Batch Determination

Classifying Material List Items and BOM Items

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To classify material list items of a master recipe (PI) or BOM items of a material list (PP), proceed

as follows:

1. In the screen Material Item Overview, select the item you want to classify.

2. Choose Extras → Classification.

3. Allocate a selection class to the material list item and choose Value assignment.

4. Enter the values required and choose Back

Batch Determination for Process and Production Orders

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You can use batch determination in process and production orders to

Find batches of components that are to be handled in batches, required for the

production of a material

Conduct an availability check

Reserve the batches found at the earliest possible point in time for an order

If you do not want to reserve at batch level in the production/process order, but consider

reservation at material level adequate, you can also run batch determination when you process a

consumption posting for an order (see section Triggering Batch Determination for Goods Issues)

You can use the following methods to allocate the selection criteria:

The component in the production/process order is classified manually

The component is classified in the bill of material for make-to-order production

A batch selection is manually specified in the sales order or a customer/material strategy

exists

The component is classified in the bill of material (see section Classifying Material List

Items and BOM Items)

A strategy is available for the material number of the component

Using the characteristics of the variant configuration in the sales order

The above list is identical to the sequence the system follows when it attempts to find a selection

class.

You use a certain raw material to manufacture 9 materials. You require batches with

identical specifications for the production of eight of these materials, to produce the

ninth material you require more detailed specifications. In this case, you create a

search strategy for the raw material. For the ninth material, you classify the

corresponding BOM item. As the system chooses selection classes using the

sequence described above, the batches required for the eight materials are found

using the search strategy, for the ninth material, the raw material is found using the

selection class with which you classified the BOM item.

Even if the system does not use a search strategy to determine the selection criteria but one of

the above methods, it nevertheless uses the batch determination rules (number of batch splits,

sort rule etc.) specified in the search strategy. This means, you always have to maintain a search

strategy.

Batch Determination in Production

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Use

You can use batch determination in the following areas of production:

In production orders (PP)

In process orders (PI)

For repetitive manufacturing with partial orders

For repetitive manufacturing without partial orders

Changing the Results of Batch Determination

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Original Situation

Using Batch determination → Original situation, you can reverse all changes you have made

since the first dialog of the current batch determination.

Batch Determination Without Selection Criteria

By choosing Batch determination → W/o class selection you can search for all available batches

of a material where stock >0 without employing selection criteria.

Selection Criteria

When you have carried out a batch determination you can display the selection criteria and make

changes if necessary. Choose Selection criteria. In the subsequent dialog box, you can choose

between Create and Change.

If you want to carry out a new batch determination using the same characteristics, but different

characteristic values, choose Change, and enter new values.

If you want to run a new batch determination using other characteristics, choose Create. The

system displays the characteristics that classify the batch. You can now enter characteristic

values that you want to be used during batch determination. However, you can only use

characteristics of the batch class.

If you have used a batch search strategy that contains no selection criteria for batch

determination, but want to use selection criteria, choose Selection criteria. In the dialog box that

the system now displays, choose Create.

The title of the dialog box informs you on the origin of the selection criteria.

Strategy Information

Choose Strategy info to display and change data contained in the search strategy.

Distribute Quantities/Reset Quantities

Choose Edit → Reset quantities to reset all distributed quantities.

Choose Edit → Distribute quantities to have the system distribute all quantities that have not yet

been distributed. You can use this function, for instance, if the total quantity of the batches found

suffices to cover the required quantity, but the number of allowed batch splits is too low or there

is no proposed quantity available.

Copy

To copy the batches found by the system into the process order, delivery, etc., choose Copy.

Displaying Information on Batch Determination

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If you have specified that batch determination is to run in dialog mode, a screen is displayed after

batch determination has been completed, that lists all batches found. Apart from the information

contained in this screen (batch, split quantity, available quantity, storage location, characteristic

sort sequence), you can also obtain further information using the following functions:

Classification

Using the Classification function, you can display the characteristics and characteristic values of

an individual batch, as well as the selection criteria used to determine the batch. Double-click on

a batch to obtain this information.

Strategy Analysis

Using the Strategy analysis function, you can find out whether the system found a batch search

strategy. Furthermore, you can obtain information as to why certain search strategies were not

found.

Log

Using the Log function, you can obtain a display on the process flow of the batch determination.

If you require more detailed information, choose More, for instance, to display the stock of a

batch located by the dynamic availability check.

Displaying Availability

If you have used the dynamic availability check for a business transaction, choose Environment

→ Display availability to display the ATP quantities for each batch.

For more information, choose Environment → Display material, Display batch, Batch usage,

Display availability, Display inspection lots.

Triggering Batch Determination for Goods Issues

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To trigger batch determination for goods issues, proceed as follows:

1. In the screen Inventory Management call up Goods movement → Goods issue: Now

enter the following

a) the movement type

b) the plant

c) the storage location

Now choose ENTER. The system branches to the screen Enter Goods Issue: New Items

2. In this screen enter the following data:

a) the material

b) the quantity required

c) an asterisk (*) in field Batch

d) other data depending on the movement type

3. Now choose ENTER. Here, the system carries out either

a) an unspecified batch determination or

b) a specific batch determination

Unspecified Batch Determination

All batches found for a material are displayed after an unspecified batch determination.

The system carries out an unspecified batch determination, if no search procedure is allocated to

the movement type. In the standard R/3 System, no search procedure is allocated to any

movement type.

When you post a goods issue, the system checks whether the stock is physically

available. The actual availability of the stock is determined by the availability check, if

it is activated.

Specific Batch Determination

The system carries out a specific batch determination, when a search procedure is allocated to

the movement type. The system tries to find a suitable search strategy in the search procedure,

in order to determine appropriate batches.

If a search procedure is allocated to a movement type, you cannot carry out an

unspecified batch determination

Batch Determination in Inventory Management

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Use

A posting is required for all goods movements in Inventory Management in order to record

changes to the quantity and value of stock. You can only use batch determination for goods

issues. Below, you will find some business transactions during which a goods issue takes place:

Withdrawal for production/process order

Internal material provision

Return delivery to supplier

Scrapping/sampling

Transfer posting