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