BATCH MANAGEMENT

Materials Management

Batch Management is integrated in all applications of

the SAP system. It supports the management and
processing of batches in all of a companys business
processes.

BATCH DETERMINATION
PROCESS

Step 1: Create Characteristics:

SAP Easy Access-> Cross Application Components-> Classification System -> Master Data->
Create Characteristics (CT04)

Step 2: Create Class:

SAP Easy Access-> Cross Application Components-> Classification System -> Master Data->
Create Class (CL02)
Assign Characteristics into Class

Step 3: MATERIAL MASTER:

SAP Easy Access-> Logistics->Materials Management-> Material Master-> Material->
a) Assign Batch Class (023) in Classification Data Screen (MM01)

Step 3: b) Activate Batch Management Indicator in Purchasing or Plant Data/

Storage 1 Data Screen (MM01)
c) Define Min Remaining Shelf Life (and) / (or) Total Shelf Life period
in Plant Data/Storage 1 Data Screen (MM01)

Step 4: Create Sort Rule:

IMG: Logistics General-> Batch Management->Batch Determination and Batch Check->Define Sort Rules
Create Sort Rule(CU70)
a) Define Sort Sequence for Batch Management
b) Assign Characteristics

Step 5: Set Expiration Date Check

IMG: Logistics General-> Batch Management->Shelf Life Expiration Date (SLED)->
Set Expiration Date Check (OMJ5)

a) Activate Plant for SLED

b) Activate Movement Type for SLED

Step 6: Define Inventory Management Condition Tables

IMG: Logistics General-> Batch Management->Batch Determination and Batch Check->
Condition Tables-> Define Inventory Management Condition Tables (OMA1)
Option 1: Create Condition Table for Batch Determination (Table no. 501-999)
Option 2: Copy Condition Table from Standard Tables (Table no.1 500)

10

Step 7: Define Inventory Management Access Sequences

IMG: Logistics General-> Batch Management->Batch Determination and Batch Check->Access
Sequences-> Define Inventory Management Access Sequences (OMCX)
Option 1: Create Access Sequence for Batch Determination
Option 2: Copy Access Sequence from Standard

11

Step 8: Define Inventory Management Strategy Types

IMG: Logistics General-> Batch Management->Batch Determination and Batch Check->Strategy Types>Define Inventory Management Strategy Types (OMCW)
Option 1: Create Strategy Types (Assign Access Sequence, Class & Sort Sequence)
Option 2: Copy from Standard Strategy Types (Assign Access Sequence, Class & Sort Sequence)

12

Step 9: Define Inventory Management Search Procedure

IMG: Logistics General-> Batch Management->Batch Determination and Batch Check-> Batch
Search Procedure Definition-> Define Inventory Management Search Procedure (OMCY)
Option 1: Create Search Procedure
Option 2: Copy from Standard

13

Step 10: Batch Search Procedure Allocation and Check Activation

IMG: Logistics General-> Batch Management->Batch Determination and Batch Check->
Batch Search Procedure Allocation and Check Activation (OMCG)
Allocate Search Procedure to relevant Movement Types and activate Check Batch

14

Step 11: Batch Search Strategy

SAP Easy Access->Logistics->Central Functions-> Batch Management->
Batch Determination->
Batch Search Strategy->For Inventory Management
Create MM Batch Search Strategy (MBC1)
a) Assign Movement Type for a material

15

Step 11: Batch Search Strategy (Contd)

b) Select Material and go to Selection Criteria and Assign Characteristics Values
c) Check Sort Rule

16

Step 12: GOODS RECEIPT:

SAP Easy Access->Materials Management->Inventory Management-> Goods Movement->
Goods Receipt (MIGO) Movement Type: 101 or 501
Common Data: Material, Quantity, Plant, Storage Location are to be entered [Press Enter]
Step A: Batch Tab gets enabled: Enter Date of Manufacture and select options
Option 1: Enter Batch Number manually, if Internal Batch Number Assignment is Inactive
Menu path: IMG ->Logistics General->Batch Mgmt->Batch Number Assignment->
Activate Internal Batch No. Assignment (OMCZ)

17)
Note: Batch No. can also be created in SAP Easy Access menu (MSC1N

Step 12: GOODS RECEIPT (Contd)

SAP Easy Access->Materials Management->Inventory Management-> Goods Movement->Goods
Receipt (MIGO) Movement Type: 101 or 501
2a: IMG ->Logistics General->Batch Mgmt->
Batch Number Assignment->Activate Internal
Batch Number Assignment - Active

2b: IMG ->Logistics General->Batch Mgmt->

Batch Number Assignment->Internal Batch
Number Assignment for assigned Goods
Receipt Activate for the Plant

18

Step 13: GOODS ISSUE:

Logistics->Materials Management->Inventory Management->Goods Movement->
Goods Issue (MB1A), Movement Type: 201 / 261
Common Data: Plant, Storage Location are to be entered
[Press Enter]
Give Cost Center / Production Order No., then Material, Quantity & Batch = *
System suggests the Batch to be issued based on the Characteristics & Sort Rule;
Check & Post as required

19

THANK YOU