Batch Determination in the Delivery (LE-SHP-DL-BD)

Batch management

In various industries (particularly the process industry) it is necessary to work with homogenous partial quantities of a material throughout the logistics quantity and value chain. Batch = quantity or partial quantity of a certain material that has been produced according to the same recipe, and represents one homogenous, non- reproducible unit with unique specifications. For example the production of a medicine use the same ingredients but each production could have specific characteristics.

Reasons:

• Legal requirements (hazardous material)
• Defect tracing, callback activities, and regression requirement
  Production or procedural requirements (for example, settlement of material quantities on the basis of different batch specifications).

Batch determination could be performed in the following applications:

• Inventory
• Production Order
• Process Order
• Sales and Distribution
• Warehouse Management

In order to define a batch you need a

• Characteristics (CT04)
• Class Definiton (CL02)
• Material

Customizing of batch determination

In order to determine a batch automatically it is necessary to maintain the batch determination. The batch determination is using the condition technique to define  the access.

• Condition tables  (combinations of fields that form the key of the batch search strategy)
• Access sequences (standard SD01= customer/material)
• Strategy types
• Search strategies
• Assignment of batch search procedure / business transaction
• Selection classes (define according to which criteria the batch should be selected) 
• Sort rules

1. Create Condition Table 
   V/C7 (SPRO > Logistics General > Batch Management > Batch Determination & Batch Check > Condition Tables > Define Sales & Distribution Condition Tables)
2. Create Access Sequences
   V/C2 (SPRO > Logistics General > Batch Management > Batch Determination & Batch Check > Access Sequences > Define Sales & Distribution Access Sequences)
3. Create Batch Search Strategy Types
   - V/C1 (SPRO > Logistics General > Batch Management > Batch Determination & Batch Check > Strategy Types > Define Sales & Distribution Strategy Types)
   - Define:
      > Selection Class: Class (different from batch class) which contains only those characteristics using which batch must be selected.
      > Sort Sequence: Using which characteristics, batches must be sorted
      > Batch splits: number of allowed batch splits during batch determination
   - Assign: Access Sequence to Batch Search Strategy
4. Create Batch Search Procedure
   V/C3 (SPRO > Logistics General > Batch Management > Batch Determination & Batch Check > Batch Search Procedure Definition > Define Sales & Distribution Search Procedure)
   Assign: Batch Search Strategies to the Procedure
5. Assign the Search Procedure
   V/C5 (SPRO > Logistics General > Batch Management > Batch Determination & Batch Check > Batch Search Procedure Allocation and Check allocation > Allocate SD Search Procedure & Activate Check)
   Assign: Sales Area + Sales Document Type
    For deliveries which are not referring to sales order (e.g. replenishment delivery, delivery without reference...), assignment is done to default Sales Doc Type (TVLK-DAART).
6. Automatic Batch Determination Flag
   V/CA (SPRO > Logistics General > Batch Management > Batch Determination & Batch Check > Activate Automatic Batch Determination in SD)
   For Delivery, it's customized in Item Category(TVLP-CHAUT).

Batch split in the delivery

In delivery, it is possible to assign multiple batches to one item via batch split.

Batch determination in the delivery:

• Use automatic batch determination
  • maintain batch search strategy
  • maintain ‚automatic batch determination' on item category
• Trigger the batch determination manually
  • use Button ‚batch determination'
• Enter batch manually