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This page describes what the settings in QA07 will do depending on what you have set up.

Please note due to the rising number of questions concerning this issue I have decided to document the transaction and to also inform about the most common misunderstandings.
The largest misconception when using this transaction is the fact that the 'Initial run time' is sometimes documented incorrectly and thus customers believe that something should
happen that actually doesn't. 

If you still find unanswered questions please inform me I will try my best to add any usefull additional information.

Note: In order to use the recurring inspection the Batch expiration date has to be maintained and in the Material master the inspection type 09 has to be activated. 
           The inspection iinterval in the materials allows the system to calculate the batch expiration date automatically.

1 Selection: Batches for deadline monitoring 

Material

Here you define the batch maintained material or materials you would like to check. 

Plant

Here you define the plant or plants in which you have stock of the batch maintained materials

Batch

Here you can define the batch or batches you would like to check

2 Additional goods movement at the time of recurring inspection

Initial run in days

This value defines if you would like to do anything to batches prior to the expiration date.
If so please take this into consideration for the following flags!

2.1 Flags:

Lot creation only:

If you choose this option, only one inspection lot is created for batches whose next inspection date lies within the opening period.
If a corresponding inspection lot already exists, no more inspection lots are created.
Note: For each storage location one inspection lot is created.

To inspection stock at lot creation:

If you choose this option, batches whose next inspection date lies within the opening period, are posted from the unrestricted-use
stock to the inspection stock. At this transfer posting, a new inspection lot is created for each storage location. If a corresponding
inspection lot already exists and if the next inspection date is reached, the transfer posting is also carried out and the existing
inspection lot is changed accordingly.

Block Batch at lot creation:

Specifies, that a batch is blocked, when the inspection lot is created, if the inspection date lies within the opening period.

If you choose this option, batches are blocked, if their next inspection date lies within the opening period:
+   If the batch status management is active in the corresponding plant, the batch status is changed to "restricted"
+   If the batch status management is not active in the corresponding plant, the batch stocks are transferred to the blocked stock.

If the batch status has changed or a transfer posting takes place, a new inspection lot is created for each storage location.
If a relevant inspection lot already exists and the next inspection date has already been reached, the change of the batch status or 
the transfer posting also takes place.
Note: This does not mean that the batch is moved to blocked stock

To inspection stock at inspection date:

If you choose this option, batches that have reached their next inspection date, are posted from unrestricted-use stock to the inspection stock.
In this transfer posting, a new inspection lot is created or an existing inspection lot is changed accordingly for each storage location.
Note: The stock of an existing lot is not actually changed, the status SPRQ indicates if a lot is stock relevant.
(Misunderstanding the lot is only stockrelevant when Initial run in days is 0)

Block Batch at inspection date:

Defines that a batch is blocked, if the next inspection date has been reached.

If you choose this option, batches that have reached their next inspection date are blocked.
+   If the batch status management is active in the corresponding plant, the batch status is changed to "restricted".
+   If the batch status management is not active in the corresponding plant, the batch stocks are transferred to the blocked stock.
     When the batch status is changed or a transfer posting takes place for each storage location a new inspection lot is created,
     if no corresponding inspection lot already exists.

3 Batch status change when expiration date is reached

Initial run in days

This value defines if you would like to do anything to batches prior to the expiration date.
If so please take this into consideration for the following flags!

3.1 Flag

Block batch:
Defines that a batch is blocked, if its expiration date lies within the opening period.

If you set this indicator, batches are blocked if their expiration date lies within the opening period:
+   If the batch status management is active in the corresponding plant, the batch status is changed to "restricted".
+   If the batch status management is not active in the corresponding plant, the batch stocks are transferred to the blocked stock.

Note: If the next inspection date has been reached, the blocking of the batch has priority over the next scheduled inspection*.*

4 Reason for blocking stock transfer postings

Reason for Movement:
Specifies a key you can use to call up a standard text stipulating the reason for a goods movement (for example, reason for a return delivery).

Dependencies
For each movement type, you can define in Customizing for Inventory Management
+   whether a reason must or can be specified, and
+   which reasons are allowed

1 Comment

  1. Former Member

    OK, good explanation.

    But i have other questions.

    just i wait for my quality manager to post them.

    I will be back