Prerequisites/Customizing

If you want to use documentary batches, you must make the following settings in Customizing:

Customizing for Documentary Batches

You make the necessary settings in the implementation guide (IMG) for Logistics - General (LO) under Start of the navigation path Batch Management Next navigation step Documentary Batches. End of the navigation path

Activate general use

You activate the general use of documentary batches under Activate Documentary Batch.
Define use per material type

You define the use of documentary batches per material type under Define Entry per Material Type.

In this activity, you can also define for each material type, that the system automatically creates a batch master in the background when certain goods receipts are posted. You can also fill batch master fields or the batch classification using the enhancement SAPLV1ZN.

Example
You only want to enter documentary batches for a particular material of material type HALB, therefore the setting per material type is too general for you.

Therefore, you override the Customizing setting per material type using the BAdI VBDOCUBATCH and define this material in the BAdI method PRODUCT_CHANGE as subject to documentary batch management requirement.

You should note that, in this case, you must still create an entry for the material type HALB in the Customizing activity Define Entry per Material Type and select No Documentary Batches , so that the BAdI is executed.

End of the example.
Define use for process steps

You define the use of documentary batches in selected process steps under Define Entry for Manual Process Steps . You can override these settings in the BAdI VBDOCUBATCH.

You can set whether, and in which process steps, (for example, goods receipt for external procurement with transaction MIGO) the user must enter documentary batches.
Business Add-In (BAdI)

If necessary, implement the Business Add-In Documentary Batch (VBDOCUBATCH) under BAdI: Documentary Batch:
- You can allow the use of documentary batches for certain materials or plants or override the Customizing settings for the material type. (Method PRODUCT_CHANGE)
- You can override the Customizing settings for the process steps. (Method PROZESS_CHANGE)
- You can allow the BAdI to assign batch numbers. (Method DOCUBATCHES_PRELOAD)
- You can check the admissibility of the documentary batch numbers entered. (Method BATCH_NUMBER_CHECK)
- You can override the Customizing setting for the material type for automatic creation of a batch master in the background. In other words, you can decide whether a batch master record is created, depending on the process step and additional information (order number and so on). (Method BATCH_MASTER_CREATE)

Customizing for the Batch Where-Used List

Activate Batch Where-Used List

If you use documentary batches, you must activate the where-used list for the plant ( Start of the navigation path Batch Management Next navigation step Batch Where-Used List Make Settings for Batch Where-Used List End of the navigation path ):

Select BaWU Synchron. Posting , so that a where-used list is generated when material documents are posted. From a technical point of view the result is that the batch where-used file is updated when the goods movement is posted.

In contrast to "real" batches, documentary batches have no link to the material document. The reference to the document only exists while you are working in a transaction, which is why the batch where-used file must be updated at the same time as the goods movement posting.
The indicator BaWU deactivated must not be selected, because batch where-used records are only created for material document items with a plant that allows the creation of the file.

System message attributes

In batch management, under Define Attributes of System Messages , you can also make settings for the message VBDOCUBATCH 116 (‘The confirmation can only be saved in the goods movements overview’).