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 Batch Status Management

Purpose

You use this component to indicate whether a batch is usable or not. This allows you to prevent goods movements for batches that are not usable, as well as their delivery to customers and their use in Production. You can use other characteristics that you have adapted to meet your requirements to display in detail the differences between the two statuses. You can thereby specify for what type of usage a batch is released or for what type it has not been released.

Implementation Considerations

You activate batch status management in Customizing for Batch Management under Specify Batch Level and Activate Status Management.

Integration

The level at which you define the batches to be handled determines the plants in which status management is used for a material to be handled in batches.

Batch Level

Status Management

Material or client level

Automatically in all plants

Plant level

Can be chosen for individual plants

Note Note

Status management automatically applies for all materials to be handled in batches.

There are no exceptions.

End of the note.

Features

  • Batch Status

The system uses an indicator in the batch master record to show batch status.

  • Status unrestricted = the batch can be used

  • Status restricted = the batch cannot be used

The status is entered as a batch characteristic inClassification, which is then responsible for the selection of the batch duringbatch determination(reference characteristic LOBM_ZUSTD).

In addition, for each status, you can specify details as to where the batch can be used or why the batch is restricted, for example, blocking reasons such as faulty or spoilt. You store these comments as user-defined characteristics within theclassificationof the batch.

  • Stock Types

For a material that is subject to batch management, two stock types directly depend on the batch status within Inventory Management.

  • Unrestricted stock

  • Restricted stock

All other stocks that are managed at batch level do not give any indication of the batch status. These are posted independently of the status indicator in the batch master record:

  • Inspection stock

  • Blocked stock

  • Stock in transfer

  • Blocked stock returns

Example Example

There is a partial quantity of batch 4711 in unrestricted stock and a partial quantity in blocked stock.

End of the example.

  • Stock Update

The unrestricted stocks of a batch are updated with regard to their usage status.

Depending on the status, the system automatically posts the batch to a stock when a goods movement occurs:

  • Transfer Postings

Transfer postings from unrestricted to restricted use stock and vice versa can only be carried out using status change. You change the status

  • in the batch master record

  • in the usage decision in Quality Management

  • Initial Status

You can define which status a newly created batch is to be given for each material type.

You can make the settings for the initial status of a new batch in Customizing for Batch Management under Specify Batch Level and Activate Batch Status Management .

  • Quality Inspection and Release or Partial Release

You post a batch after quality inspection from the inspection stock to unrestricted-use or restricted-use stock, depending on the batch status. Batches can also be partially released.

  • Batch Status and Availability Check

The batch status determines whether a batch is available or not: a batch is available as soon as it enters a stock type that is included in the availability check.

You use a combination of availability check group (CH) and checking rules to control whether or not restricted batches are to be considered during the availability check.

See also Controlling Availability Check in Customizing for the individual applications (PP, PP-PI, SD, LES, MM-IM).