Enabling Batch Determination for Process/Production Order

Batch determination is a process in production planning where a specific batch or lot number is assigned to a production order. This ensures that the materials used in the production process are traceable and can be linked back to a specific batch.

To determine the batch in a production order, several factors are considered such as the availability of materials, the expiration dates of the materials, the quantity required, and any special requirements such as quality control checks or specific production dates.

Customizing the Batch Determination for Process/Production Order

Step 1: Go to following customizing path. We have to execute all the tasks under batch determination and batch check node.

SIMG > Logistics-General > Batch Management > Batch Determination and Batch Check

Step 2: Go to "Define Process Order Condition Tables" under condition tables node.

Step 3: We will use table number '030'

Step 4: Now go to "Define Process Order Access Sequences" under access sequences node

We will use 'CO01' access sequences.

Check the table is assigned to the access sequence.

Step 5: Now go to "Define Sort Rules" under the batch determination and batch check node.

Step 6: Provide a custom name for sort sequence and then go to characteristics. 

Step 7: Assign the characteristics for which the batch will be sorted during batch determination. As we want to sort the batches according to expiry date in the ascending order we have configured like the below screenshot.

Step 8: Now go to "Define Process Order Strategy Type" under the strategy type node.

Step 9: We will use COR1 strategy for this example.

Step 10: Enter into the COR1 strategy type and check the assignment of the access sequence. Then assign a batch class. Then assign the sort sequence we have created a while ago.

Step 11: Now go to "Define Process Order Search Procedure" under the batch search procedure definition node.

Step 12: Create a custom search procedure copying the standard procedure.

Step 13: Check the procedure control and COR1 should be assigned here.

Step 14: Go to "Assign Search Procedure to Process Order and Activate Check".

Step 15: Assign your custom search procedure for the required order type and plant combination.

Step 16: Go to following customizing path.

SIMG > Production Planning for Process Industries > Process Order > Master Data > Order > Define Order Type Dependent Parameters for Process Orders 

Step 17: Assign the custom search procedure under the batch determination tab

Creation of Batch Search Strategy

Step 1: Go to transaction code "COB1"

Step 2: Input order type, plant and materials

Step 3: Assign materials in the list and then click on "Selection Criteria" button.

Step 4: Assign the batch class here and then go back.

Step 5: Now click on "Sort" button

Step 6: Assign the sort rule here and click on the save button.

Checking the Batch Determination

Step 1: Go to change mode of a process order (COR2). 

Step 2: Check the batch list and check the characteristics string. Check the list whether it is coming according to our defined sort rule or not.

You can also check the strategy info by simply clicking on strategy info button.