Determining Batches in Sales Orders (SAP Library

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.

Note

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 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 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.