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SAP MM SD PP FOR DUMMIES

A Batch Search Strategy in SAP dictates the logic used to automatically select a specific batch for a
material during inventory movements. It essentially defines the criteria and sequence for identifying the
most suitable batch from the available inventory.
Here's a breakdown of the concept:
• Function: Batch Search Strategies ensure efficient inventory management by helping choose
the right batch based on pre-defined rules. This can be crucial for aspects like:
o FIFO (First-In-First-Out): Consuming older stock first.
o Expiry Management: Prioritizing batches closest to expiration.
o Stock Optimization: Selecting batches based on specific characteristics.
• Components: The strategy is built using various elements:
o Condition Table: Defines search criteria like material type, plant, or special stock.
o Access Sequences: Determine the order in which the system checks the condition
tables.
o Strategy Types: Link search procedures to specific scenarios (e.g., production order,
goods receipt).
o Selection Class: Specifies the characteristics used for selecting batches (e.g., expiration
date).
o Sorting Rule: Defines the order for shortlisted batches (e.g., ascending or descending by
production date).
• Configuration: Batch Search Strategies are configured in SAP through transactions like OMCW
(Strategy Types) and OMCY (Search Procedures).
Overall, Batch Search Strategies are a vital tool for businesses using SAP to manage their inventory
efficiently and strategically.

1.1. USE

You use this function to define rules for batch determination in particular business transactions. You
specify:

• The conditions under which batch determination is to be triggered

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• The search criteria that are to be used

Example

Batch determination is to be triggered if customer A orders material B, as this customer only accepts
batches with particular specifications. You use your batch search strategy to look for these particular
specifications.

1.2. INTEGRATION

Each individual batch search strategy is based on a strategy type. Several strategy types can be
grouped together in a search procedure. Each search procedure is assigned to a business transaction.

1.3. PREREQUISITES

The following must be defined in Customizing for Batch Management:

• Condition tables

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• Access sequences

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• Strategy types

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• Search strategies

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• Assignment of batch search procedure to business transactions

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• Selection classes

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• Sort rules

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You can either use the predefined objects or define your own objects. See the Implementation Guide
(IMG) for Batch Management , under Batch Determination and Batch Check .

1.4. FEATURES

You specify the following information:

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• Key combinations

You are given different key combinations to choose from, depending on the strategy type. For example,
customer/material/plant and customer/material.

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• Selection Criteria

You store the selection criteria as characteristics in a selection class. They must be characteristics
or Standard Characteristics that you have used for the classification of the batch. Exceptions: You can
use only LOBM_RLZ, LOBM_RLZ_PROZ, LOBM_LFDAT, LOBM_KRT, and LOBM_MBDAT for
selection.

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A selection class does not have to include all the characteristics that you used to classify your batch,
only those you want to use for selection.

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Characteristic Description

LOBM_RLZ Remaining shelf life

You use this characteristic to enter the required remaining shelf life in days that a batch must be
usable after delivery to your customer, for example. You use the characteristic during batch
determination to select batches dynamically using the expiration date.

LOBM_RLZ_PROZ Percentage remaining shelf life

You use this characteristic to specify the remaining shelf life as a percentage of the total shelf
life. Using the percentage remaining shelf life, you can select batches dynamically by their
shelf life expiration date.

LOBM_LFDAT Delivery date

This characteristic refers to the required delivery date of the calling function. Characteristic
value assignment for this characteristic is carried out automatically during batch determination.
However, the value is not displayed. The delivery date can only be transferred to this standard
characteristic and not to user-defined characteristics.

LOBM_KRT Waiting period

You use this characteristic to enter the period of time a batch must mature or be stored before it
can be processed any further or sold. When using the batch determination function, you can use
this characteristic to determine the availability date dynamically.

LOBM_MBDAT Materials staging date

This characteristic refers to the required materials staging date of the calling function.
Characteristic value assignment for this characteristic is carried out automatically during batch

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determination. However, the value is not displayed. The materials staging date can only be
transferred to this standard characteristic and not to user-defined characteristics.

Note

You cannot change the default value for the selection class. If you want to choose a different selection
class in the search strategy, you must use a strategy type with no default value.

You will find further information under Define selection classes in the Implementation Guide (IMG)
for Batch Management.

• Sort sequence

In sort rules, you specify the characteristics according to which the system sorts the batches it finds. You
can specify an ascending or descending sort sequence for each field.

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The sort rule characteristics must be characteristics or Standard Characteristics that you have used for
the classification of the batch. Exceptions: You can only use LOBM_LGORT and LOBM_MENGE for
sorting. The characteristics LOBM_MENGE and LOBM_LGORT must not be contained in the batch
class, otherwise sorting will not work with these characteristics.

Characteristic Description

LOBM_LGORT Storage location

LOBM_MENGE Available quantity of the batch

You can change the default value for the sort rule.

You will find further information under Define sort rules in the Implementation Guide (IMG) for Batch
Management.

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• Number of batch splits

If you allow batch splits, the system puts together the required quantity using several batches.

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• Proposed quantity

You use the proposed quantity to control how the required quantity is put together from the batches the
system finds when carrying out a batch split.

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• Unit of measure

You can display the batches that the system finds either in stockkeeping units, or in units of measure
from the document, for example, in units of active ingredient.

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• Batch determination online

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You can run batch determination either online or in the background If you run batch determination online,
you can Edit Results .

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1.5. ACTIVITIES

1. You choose a strategy type and a key combination.

2. The system automatically transfers the default values from the strategy type to your search
strategy.

3. You change or transfer the default values. If you do not specify the selection class and the sort
rule when you create the strategy type, you must choose the selection class and sort rule in your
search strategy.

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