Configuration steps for automatic Batch determination in delivery

To trigger the batch number in the delivery document automatically we need to do necessary configuration and master data maintenance.
1- Batch management works on condition technique, menu path: SPRO -> Logistics General -> Batch management -> Batch determination and Batch check.
Here we need to create new strategy types if necessary and access sequence if necessary, and also batch search procedure if necessary

2- Allocate the SD batch search procedure using the menu path: SPRO -> Logistics General -> Batch management -> Batch determination and Batch check -> Batch Search Procedure Allocation and check activation -> Allocate SD search procedure/Activate check.

3- Activate Automatic Batch Determination in SD using menu path: SPRO -> Logistics General -> Batch management -> Batch determination and Batch check -> Activate Automatic Batch Determination in SD. Here we have two options,

a. To activate batch determination for sales order item and

b. is to activate batch determination for delivery item, upon the requirement we can activate

at both the places,
But in general batch are activated only at delivery item level.

4- If we need shelf life expiration date for the batch we need to create a class using “t code: CL01”, type in a name for the class and select the class type as “023 – Batch” and maintain the characteristics as LOBM_VFDAT and LOBM_HSDAT (this for production).
5- Once the class is created go to material master under classification tab and maintain the class created.

6- One more important setting in the material master is to check the batch management. This need to be done before you process the material for orders.

7- Go to create batches for materials using t code: MSC1N or menu path: SAP Easy Access -> Logistics -> Central Functions -> Batch Management -> Batch -> Create/change/display.
You can create new batches for the materials and also maintain the Shelf life expiration date (SLED) in the batch master.

8- So as to determine the batch automatically we need to maintain a condition record for batch search strategy type using t code: VCH1 or menu path: SAP Easy Access -> Logistics -> Central Functions -> Batch Management -> Batch Determination -> Batch Search Strategy -> for sales and distribution -> create/change/display.

During the maintenance, maintain the class also in the condition record.

These steps will automatically trigger batch management during delivery processing. System will allot the batch automatically upon the availability of the stock in the batch.

Configuration steps for automatic packaging

Automatic packing has some typical configuration and master data settings, see below:
1. Maintain number ranges for handling units, menu path SPRO -> Logistics Execution -> Shipping -> Packing ->Define number ranges for Handling Units.
2. Delivery type should be activated with Automatic Packing, menu path SPRO -> Logistics Execution -> shipping -> Deliveries -> Define delivery types

3. Define packaging material types Menu Path SPRO -> Logistics Execution -> Shipping -> Packing -> Define packaging material types.

4. Define material groups for packaging materials, menu path: SPRO -> Logistics Execution -> Shipping -> Packing -> Define material groups for packaging materials.

5. Define allowed packaging materials, menu path: SPRO -> Logistics Execution

-> Shipping -> Packing -> Define allowed packaging materials.

Along with these basic settings we also need to configure in handling unit management module for automatic packing.

6. Maintain packing transaction profile, menu path: SPRO -> Logistics General -> Handling Units Management -> Automatic Packing -> Maintain packing transaction profile. “T code: OVHU2”
Select the transaction profile “0002 – Outbound Delivery” and go for details. Check “start automatically” in the details screen as shown below.

Also maintain the determination procedure for packing instructions as shown in the above screen.
7. Determination procedure for Packing Instructions. Menu path SPRO -> Logistics General -> Handling Units Management à Automatic Packing -> determination of packing instructions.
Handling units work based on the condition technique, configure all necessary config settings for condition technique to work appropriately.
I used the procedure as “ZAU001 - Auto Pack Ref Material” and determination type as “ZSHP - Auto Packing Ref Mat”

Access sequence that I used is ZSHP with a condition table “499 - Reference material for materials packed in same way”
8. Maintain the master data for the packing instructions “t code: POP1”, menu path: SAP Easy Access ->Logistics -> Central functions -> Handling Unit Management -> Master data -> Packing Instructions -> Create/change/display.
9. Further maintain packing instruction determination record. “T code: POF1”, Menu path: SAP Easy Access -> Logistics -> Central functions -> Handling Unit Management -> Master data -> packing instruction determination record -> create/change/display.
10. Final master data settings need to be done in material master data under basic data tab and plant/general data tab for finished goods and also for packaging materials.

These are the 10 important steps to configure automatic packing during delivery processing.

Configuration steps for automatic picking

Automatic picking happens with an output type “WMTA” - Automatic TA, we need to maintain an output condition record using t code: VV21.
Configuration steps for automatic picking....
1. WM should be active at delivery item level, t code: OVLP. Check “relevant for picking”.

2. To trigger WM transfer order in the delivery document we need one more config step in the IMG, for this go to SPRO à Enterprise Structure à Assignment à Logistics Execution à Assign warehouse number to plant/storage location.

3. Along with these settings we also need WM consultants to configure the WM settings. This includes the settings related to lean WM or central WM.
4. Number range for pick order should be maintained, for this go to -> SPRO -> Logistics Execution -> Shipping -> Picking -> Define number ranges for pick order.
5. Assign the output procedure for the delivery type, t code: v/71, or SPRO -> Logistics Execution -> Shipping -> Basic shipping functions -> Output control -> output determination -> maintain output determination for outbound deliveries -> Assign output determination procedures.

6. During maintaining a condition record for WMTA output type you can have any key combination as per the business requirement. In this system I have selected a key combination of Delivery type and shipping conditions.

Maintain the medium as “8 – Special function” and dispatch time as “4 – Send immediately”
This concludes the configuration and master data maintenance for automatic picking.