Batch-Specific Units of Measure in Logistics (SAP Library

Batch-Specific Units of Measure in Logistics

Production

In bills of material or material lists, you can enter base quantities and component quantities either in batch-specific units of measure or in base units of measure.

Production orders or process orders are processed in physical quantities as before. When the system generates a production order or process order, it converts batch-specific quantities into physical quantities in the BOM explosion. This applies to base quantities and component quantities.

The lot size is stored as a physical quantity. When exploding the next stage, the alternative BOM is determined using the physical quantity of the components.

When entering batch numbers manually in production orders and process orders, you have to beware of the following: for batch items that do not have a batch split, you first have to enter a batch split and then manually enter the batch number on the batch split item. If you do not do so, the original requirements will be lost, because the planned conversion factor is replaced by the batch’s actual conversion factor.

If the unit of entry is a product unit, the system can determine for the order material a conversion factor that is different from the planned conversion factor. The system calculates the conversion factor from the base quantity and the production quantity. When goods are received for an order, this conversion factor is assigned to the batch. Refer to Conversion Factor from Two Units of Measure.

Planned Order

In planned orders, batch-specific quantities are converted during the BOM explosion into physical quantities in accordance with the planned conversion factor.
If base quantities and component quantities are maintained in batch-specific units, the physical quantities are stored and displayed in base units of measure in the planned order. The batch-specific quantity is also stored and displayed in alternative units of measure.

Purchasing

You can store the purchase order either in physical quantities (base units of measure) or in batch-specific quantities. You therefore enter batch-specific quantities and the corresponding units of measure as purchase order quantities and order units.
If purchase orders are made in batch-specific quantities, the purchase order quantity and physical quantity are updated in the purchase order history. In this way, the degree of purchase order fulfillment may be determined at any time in batch-specific quantities. All fulfillments are checked against the purchase order quantity.
In the purchase requisition (BANF), you can enter both the batch and the requested quantity in physical quantities.
If the actual conversion factor of the batch is not known at the time of goods receipt, the goods receipt is carried out according to the planned conversion factor. If the actual conversion factor is taken from the usage decision in QM, the purchase order can be subsequently debited.

Inventory Management

All goods are moved, and inventories are posted in physical quantities.

You can also display values in batch-specific units of measure. You can find this function by choosing Goto ® Additional functions ® Quantity conversion.

Valuation

In addition to the types of value assignment that are already available, you can assign characteristic values based on the batch-specific quantity and price. You can thus determine the valuation price of a batch using its batch-specific quantity.

Sales/Shipping/Billing

The system stores the batch-specific quantity as the quantity sold in the sales and distribution documents.
You can enter requests for quotations, quotations, sales orders and deliveries in both batch-specific quantities and physical quantities. You cannot change sales units to batch-specific units of measure:

if preceding documents exist (for example, within an order-related delivery)
if follow-on documents exist (for example, within an order as soon as a delivery exists for it).

If the sales unit is a batch-specific unit, the billing document is also created in batch-specific units. The billing quantity is derived from the cumulated batch quantity using the actual conversion factors of the batches.
The document flow is always updated in batch-specific quantities and in physical quantities. If the planned conversion factor is changed, the existing sales and distribution documents are not adjusted.
For scheduling agreements, the target quantity can only be entered in physical quantities.
In the delivery, batch-specific quantities and batch-specific units are transferred from the order, and displayed as quantity sold and sales unit. For partial deliveries, the physical quantity is calculated using the actual conversion factor (batch is known at this point).
In pricing, you can calculate prices, discounts, and surcharges based on batch-specific quantities and batch-specific units. When you do this, you may only use one quantity as a basis for calculation for each condition record, even when several batch-specific units (for example, active ingredients) are allocated to the material.
You can bill either batch-split items, or the main item.
Requirements are listed in physical quantities. If the order is entered in batch-specific quantities, the system calculates the physical quantity from batch-specific quantities and the planned conversion factor, if the batch is not known. If the batch is known, the system uses the actual conversion factor from the batch.

Materials Planning/Availability Check

Planning, materials planning, and availability checks are carried out in physical quantities.

For Proportion Units, you can use an inventory correction factor to take into consideration the batch-specific quantities actually available in stock

in the ATP availability check
in requirements planning

To go to the function for calculating the inventory correction factor, choose Logistics ® Central Functions ® Batch Management ® Batch-specific Units of Measure ® Determine Inventory Correction Factors (report RVBWSCOR).

A correction factor is useful if the following scenarios arise:

The material only contains one batch-specific quantity (for example, one active ingredient).
The material contains several batch-specific quantities, but only one batch-specific quantity is relevant for the availability check

For more information, see Calculating the Inventory Correction Factor.

Batch D etermination

Batch determination is carried out using batch-specific quantities. First make sure that:

The underlying transaction has been entered in batch-specific quantities

You have set the indicator Display UoM as unit of entry in the strategy record (see also Batch Determination)

Costing

The costing lot size is stored in base units of measure.
If the BOM is maintained in batch-specific quantities, the system converts the batch-specific quantities to physical quantities using the planned conversion factor.
The prices of components are calculated according to the valuation variant and the strategy sequence for costing.

Product Costing

When the planned calculation is released, the future planned price is set.
On activating the planned calculation, the new standard price is set and the new price for the batch-specific quantities is determined from it. The new price is valid for all batches that are created after activation. Retroactive revaluations can only be done manually.

Job-Order Costing

When determining the cost, the system calculates the batch-specific quantity using the planned conversion factor, as long as no batches are known by this stage.
When the batch is known, the system calculates the actual batch-specific quantity using the actual conversion factor.
Physical quantities are used for actual costing because the goods movements are carried out in physical quantities.

Goods Movement/Inventory Management

In the case of returns, quantities are converted in the same way they are converted during order entry.