BLF s4cld2502 BPD en in
BLF s4cld2502 BPD en in
PUBLIC
Table of Contents
1 Purpose
2 Prerequisites
2.1 System Access
2.2 Roles
2.3 Master Data, Organizational Data, and Other Data
2.4 Business Conditions
2.5 Preliminary Steps
3 Overview Table
4 Test Procedures
4.1 Batch Creation
4.1.1 Optional 1: Create Batches via Manage Batches App
4.1.2 Optional 2: Create Batches via Create Batch App
4.2 Batch Master Change
4.2.1 Option 1: Maintain Batch Master Record via Manage Batches App
4.2.2 Option 2: Maintain Batch Master Record via Change Batch App
4.2.3 Display Change
4.2.3.1 Option 1: Search Batch via Launchpad Search
4.2.3.2 Option 2: Search Batch via Manage Batches App
4.3 Batch Where-Used
4.3.1 Batch Information Cockpit - Batch Selection
4.3.2 Batch Information Cockpit - Change Batch Selection
4.3.3 Batch Information Cockpit - Top-Down and Bottom-Up Analysis
Batch Management (BLF_IN)
Test Procedures PUBLIC 2
1 Purpose
Overview
Batch Management incorporates the entire logistics process, from procurement to sales. It's closely linked with classification, but can also be used without
classification.
Batch Management is defined as tagging a produced or procured material with a unique 10-digit alphanumeric code. Every batch number can have an inven-
tory quantity associated with it.
The batch number generated for the material quantity helps with uniquely sorting the material inventory and stores the characteristics values or the chemi-
cal composition or the product specifications at the time of its production or procurement.
A customizing object Specify Batch Management Default by Plant is available, which enables you to specify whether batch management is used by default in
Material Master for each plant.
If the not batch relevant column of a plant is checked, the plant won't use batch management by default when a new material is set as batch managed. You
can still overwrite this setting later by maintaining Material Master with plant data.
Batch derivation customizing objects are available with both applications and self-service configuration UIs. You can use batch derivation scenario after fin-
ishing the configuration. Batch derivation enables you to do the following for batch master data and classification data of the component batches of produced
batches:
● Transfer
● Display for selection
● Display
This document provides a detailed procedure for testing this scope item after solution activation, reflecting the predefined scope of the solution. Each
process step, report, or item is covered in its own section, providing the system interactions (test steps) in a table view. Steps that are not in scope of the
process but are needed for testing are marked accordingly. Project-specific steps must be added.
Note Values in this test script (decimal notation, date formats, and so on) are presented in U.S. standard notation. If your test system is set up to use a
different notation, enter values as appropriate.
This section summarizes all prerequisites needed to conduct the test in terms of system, user, master data, organizational data, and other test data and busi-
ness conditions.
System Details
System Accessible via SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.
2.2 Roles
Create business roles using the following business role templates delivered by SAP and assign them to your individual test users.
Alternatively, if available, you can use the following spaces delivered by SAP. You create a space with pages containing predefined essential apps and assign
it to the business role. You then assign this business role to your individual users.
For more information, refer to How to Create a Business Role from a Template in the product assistance for SAP S/4HANA Cloud Public Edition.
Note The display of some objects, e.g. material documents, is handled more strictly. You have to check with your company policy, and assign one or
more of the mentioned roles below to your user to work with all objects described in this test script.
Name (Role Template) Description ID (Role Template) Name (Launchpad Space) ID (Launchpad Space) Log On
Material TG21 Trad.Good 21,Reorder Point,Batch-FIFO See Business Conditions [page ] 6 and Preliminary Steps [page ] 6 sections.
Batch Class: YB_BATCH Batch FIFO (first-in-first-out)
Characteristic 1: Batch Number
Characteristic 2: Vendor Batch Number
Material TG22 Trad.Good 22,Reorder Point,Batch-ExpD See Business Conditions [page ] 6 and Preliminary Steps [page ] 6 sections.
Batch Class: YB_EXP_DATE_001 Products with expiration date
Characteristic: Expiration date, shelf life.
Material FG29 FIN29,MTS-PI,PD,Batch-ExpirationDate See Business Conditions [page ] 6 and Preliminary Steps [page ] 6 sections.
Batch Class: YB_EXP_DATE_001 Products with expiration date
Characteristic: Expiration date, shelf life.
For more information on creating master data objects, see the following Master Data Scripts (MDS) :
Table 1: Master Data Script Reference
Master Data ID Description
BJ8 - Make-to-Stock - Process Manufacturing If you use finished goods (FERT) you can either:
Based on Process Order ● Go through Make-to-Stock - Process Manufacturing Based on Process Order business process (for material FG29) or create
initial stock (refer to Preliminary Steps section for more details).
J45 - Procurement of Direct Materials If you use trading materials, you can either:
● Go through Procurement of Direct Materials business process or create initial stock (refer to Preliminary Steps section for
more details).
Purpose
The purpose of this activity is to post initial stock for materials in case there is not sufficient material on stock.
1 Log On Log onto the SAP Fiori launchpad as a Ware- The SAP Fiori launch-
house Clerk. pad displays.
2 Access the App Open Post Goods Movement. The Goods Receipt It only displays it that way if it was your last transaction. So the ac-
Other screen dis- tion for the User should be to select field Reference Document for
plays. Transaction Other
3 Input Movement Type On the initial screen, make the following entries
and choose Enter:
Business Transaction: Goods Receipt
Business Transaction: Other
Movement Type: 561 (Init.entry of stBal.)
4 Input on the Goods Re- On the Goods Receipt Other screen, go to Mate-
ceipt Other screen: Mate- rial tab, make the following entry and choose
rial tab Enter:
Material: TG22
5 Input on the Goods Re- On the Goods Receipt Other screen, go to Quan-
ceipt Other screen: Quan- tity tab, make the following entries and choose
tity tab Enter:
Qty in Unit of Entry: Qty in UOM
Unit of Entry: PC
7 Input on the Goods Re- On the Goods Receipt Other screen, go to Batch The field of Date of Manufacture is used for the app: Stock Cham-
ceipt Other screen: Batch tab, make the following entries and choose En- pion in Scope Item: 1JR.
tab ter.
Batch: enter external batch number or leave
empty for internal number assignment
Date of Manufacture: Maintain the date when
necessary.
Result
This scope item consists of several process steps provided in the table below.
Note If your system administrator has enabled spaces and pages on the SAP Fiori launchpad, the homepage will only contain the essential apps for per-
forming the typical tasks of a business role.
You can find all other (searchable) apps not included on the homepage using the search bar (2434549).
If you want to personalize the homepage and include the hidden apps, navigate to your user profile and choose App Finder.
Batch Creation
Optional 1: Create Batches via Manage Batches App [page ] 10 Quality Technician Manage Batches (F2462)
Optional 2: Create Batches via Create Batch App [page ] 12 Quality Technician Create Batch (MSC1N)
Option 1: Maintain Batch Master Record via Manage Batches App [page ] 13 Quality Technician Manage Batches (F2462)
Option 2: Maintain Batch Master Record via Change Batch App [page ] 15 Quality Technician Change Batch (MSC2N)
Display Change
Option 1: Search Batch via Launchpad Search [page ] 17 Quality Technician Enterprise Search for Batches
Option 2: Search Batch via Manage Batches App [page ] 18 Quality Technician Manage Batches (F2462)
Batch Where-Used
Batch Information Cockpit - Batch Selection [page ] 20 Quality Technician Batch Information Cockpit (BMBC)
Batch Information Cockpit - Change Batch Selection [page ] 21 Quality Technician Batch Information Cockpit (BMBC)
Batch Information Cockpit - Top-Down and Bottom-Up Analysis [page ] 23 Quality Technician Batch Information Cockpit (BMBC)
This section describes test procedures for each process step that belongs to this scope item.
The test should take around <Enter a duration, e.g. 60 minutes>.
Test Administration
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
Even most batches are automatically created during goods receipt it's also necessary to create batches manually. The DRAFT framework enables the cre-
ation of a draft instance that can be converted to an active instance at any point in time.
1 Log On Log on to the SAP Fiori Launchpad as a Qual- The SAP Fiori Launchpad displays.
ity Technician.
2 Access the App Open Manage Batches (F2462). The Manage Batches screen displays.
3 Create a Draft Version Choose Create in the header area. The Batch screen displays and a new draft master batch record is created.
of a Master Batch
Record
4 Maintain the Master Make following entries in the header data The classification of the batch displays when the material field valuted.
Batch Record section and press Enter: When you select enter the draft version of the master batch record is saved and
Material: TG22 the respective information displays in the bottom status bar.
Date of Manufacture: <Current date> Depending on the configuration of the classification the characteristics can be val-
uated or are displayed as read-only fields.
Supplier Batch: <Supplier Batch Number>
Country/Region of Origin: IN
5 Leave the Page Leave the page without choosing Create. The Home screen displays.
Choose Back.
6 Access the App Open Manage Batches (F2462). The Manage Batches screen displays.
7 Search the Draft Master Make following entries: The list of suitable draft Master Batch Records displays. You should also find the
Batch Record Material Number: TG22 one created in step 4.
8 Save the Daft Master Choose the line with the draft master batch The draft master batch record is opened and is converted to a persistent one. If
Batch Record record and choose Create on the Batch the batch number is configured to be assigned automatically, it will be populated.
screen. The batch fact sheet is shown in display mode.
Make a note of the batch number ____________________.
Test Administration
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
Even most batches are automatically created during goods receipt it's also necessary to create batches manually. The DRAFT framework enables the cre-
ation of a draft instance that can be converted to an active instance at any point in time.
Procedure
1 Log On Log on to the SAP Fiori Launchpad as a Quality Technician. The SAP Fiori Launchpad displays.
2 Access the App Open Create Batch (MSC1N). The Create Batch screen displays.
3 Maintain the Master Batch Record Make the following entry in the header data section and The Automatic batch number assignment dialog box displays
press Enter:
Material: TG22
4A Option 1 Maintain Batch Number Auto- Choose OK. The Create Batch screen displays. The batch number is created
matically automatically.
5 Save the Master Batch Record Choose Save on the Create Batch screen. The batch fact sheet is shown in display mode.
Make a note of the batch number ____________________.
4.2.1 Option 1: Maintain Batch Master Record via Manage Batches App
Test Administration
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
Manual adjustment is needed for batch master data. The batch master is created during goods receipt.
1 Log On Log onto the SAP Fiori Launchpad as a Quality The SAP Fiori Launchpad displays.
Technician.
2 Access the SAP Open Manage Batches (F2462). The Manage Batches screen displays.
Fiori App
3 Search a Batch Restrict the search with the appropriate criteria, The list of suitable batch master records displays. If you don’t restrict the search,
Master Record for example: all batches are displayed.
Material Number: TG22
Choose Go.
3 Select a Batch Mas- On the search result list, choose an entry cre- The fact sheet for the selected batch is opened and switched to change mode.
ter Record ated in the previous section under Batch Cre- A new draft version is created.
ation.
Choose Edit on the fact sheet.
4 Change the Batch On the fact sheet screen, change one or more If you change the date of manufacture, a pop up is opened that the Best-Before
Master Record entries or complete missing ones, for example: Date is recalculated. Confirm that the new best-before date should be adopted in
Date of Manufacture: Current date the item.
5 Leave the Page Leave the page without choosing Save. The Home screen displays.
Choose Back.
6 Access the SAP Open Manage Batches (F2462). The Manage Batches screen displays.
Fiori App
7 Search the Draft Restrict the search with the appropriate criteria, The list of suitable draft batch master records displays. You should also find the
Batch Master for example: one created in step 4.
Record Material Number: TG22
Editing Status: Own Draft
Choose Go.
8 Save the Draft Choose the line with the draft batch master The draft batch master record is opened and is converted to a persistent one. The
Batch Master record and choose Save on the batch fact sheet. changes are saved on the database.
4.2.2 Option 2: Maintain Batch Master Record via Change Batch App
Test Administration
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
Manual adjustment is needed for batch master data. The batch master is created during goods receipt.
Procedure
1 Log On Log onto the SAP Fiori Launchpad as a Quality Technician. The SAP Fiori launchpad displays.
2 Access the App Open Change Batch (MSC2N). The Change Batch screen displays.
3 Select a Batch On the Change Batch screen, make the following entries. The batch master of batch number for material
Material : TG22 TG22 displays.
4 Change the Batch On the Change Batch screen, make the following entries. The batch master record has been changed.
Master Record Go to Basic Data 1 tab:
Date of Manufacture: Current date
Supplier Batch: Supplier Batch Number
Press Enter.
A pop up is opened that the Best-Before Date is recalculated. Confirm that the
new best-before date should be adopted in the item.
Choose Yes.
Go to Basic Data 2 tab:
Short Text: TEXT
5 Add Batch to Choose Add batch to worklist. The batch has been assigned to the standard
Worklist The system have a pop-up information Batch was copied to the standard folder in the worklist for later processing.
folder in the worklist.
Choose Continue.
7 Display Stock Choose Menu > Environment > Current Stock . The stock overview for the given batch displays.
Overview (Origi- To display the Stock Overview, you need further authorizations that should be
nal) granted by your company, e.g. the SAP_BR_INVENTORY_MAN AGER.
Test Administration
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
When materials are sold, when they are produced or when they are on stock it is sometimes necessary to do a quick review on certain batches. The batch
fact sheet displays the most recent information on a given batch and links directly to further transactions. The enterprise search capability of SAP S/4HANA
Cloud Public Edition enables an easy possibility to find distinct batches.
Procedure
1 Log On Log onto the SAP Fiori Launchpad as a Quality Technician. The SAP Fiori Launchpad displays.
2 Access the SAP On the Home screen, choose the Search icon and select Batches
Enterprise from the dropdown list.
Search
3 Select a Batch Enter an existing batch number for material TG22 or the material The batch search displays possible entries for the given batch number.
number:
Batches: <Batch Number>, for example, 0000000002
Press Enter.
4 Choose the Choose a batch by choosing the batch number hyperlink. The fact sheet for the batches displays.
Batch
5 Analyze the Investigate the information on the fact sheet. The fact sheet displays the header - the header section with some of in-
Batch formation. For example: batch number, status, Shelf Life Expiration
Date and material number:
● the general information with basic data
● the classification with valuated characteristics
● inspection lots with links to existing inspection lots
● the history with all documents the batch was used in
6 Analyze the His- Choose the table line in the History section and choose Back The details pane of the object opens, e.g. the Sales Order detail. Go
tory when finished. back to the fact sheet by choosing Back.
7 Add a Column Choose the Settings icon at the top of the History section, select An additional column displays in the history section, e.g. the sales order
in the History checkbox and add columns of your interest, e.g. the sales order. number enabling the user to quickly analyze the respective documents
Section Choose OK and save the settings. without branching into the detail screen.
Choose Back when finishing this step.
Test Administration
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
The Manage Batches (F2462) tile leads to a search page where a number of batches displays based on a number of selection criteria. The criteria can be
personalized via the settings on the batch list page.
Procedure
1 Log On Log onto the SAP Fiori Launchpad as a Quality Technician. The SAP Fiori Launchpad displays.
2 Access the SAP Open Manage Batches (F2462). The Manage Batches screen displays.
Fiori App
4 Analyze the Choose one line. The batch fact sheet displays.
Batch Investigate the information on the fact sheet The fact sheet displays the header - the header section with batch num-
ber, status, shelf life expiration date and material name:
● the general information with basic data
● the classification with valuated characteristics
● inspection lots with links to existing inspection lots
● the history of all documents where the batch was used
5 Analyze the His- Choose the table line in the History section and choose Back The detail screen of the object opens, e.g. the Sales Order detail. You
tory when finished. can go back to the fact sheet by choosing Back.
6 Add a Column in Choose the Settings icon at the top of the History section, select An additional column displays in the history section, e.g. the sales order
the History Sec- checkbox and add columns of your interest, e.g. the sales order. number enabling the user to quickly analyze the respective documents
tion Choose OK and save the settings. without branching into the detail screen.
Test Administration
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
With this functionality you can search for batches according to different selection criteria, like material data, classification, best-before date, … You can adapt
the selection in the Batch Information Cockpit to customer-specific requirements by creating user-specific groups. You can get additional information by using
subsequent actions.
Note You can use each batch managed material that is delivered to a customer. If you do not have an adequate material, run test script (Make-to-Order
Production - Finished Goods Sales and Final Assembly) BJE.
Procedure
1 Log On Log onto the SAP Fiori Launchpad as a Quality Technician. The SAP Fiori Launchpad displays.
2 Access the SAP Fiori Open Batch Information Cockpit (BMBC). The Batch Information Cockpit screen displays.
App
3 Select Batches On the Batch Information Cockpit screen, make the following en- One or multiple batches are displayed in the left screen area Selec-
Select Batches for tries. tion Result for Batches. The standard sorting is done per material
semifinished mate- Go to the Material tab: number.
rials Material: TG22
Plant: 1810
Go to the Classification tab.
Batch Class: YB_EXP_DATE_001
Or
Go to Search with Characteristics area.
Selection Class: YB_EXP_DATE_001
Choose Create values.
Enter Characteristics value.
4 Display Stock Infor- Choose Display Selection Result for Stock. A new screen section on the left hand panel is opened, displaying
mation the selected batches sorted by plant and storage location.
5 Display Worklist Choose Display Worklist. A new screen section on the left hand panel is opened, displaying
the batches for later processing. Also batches from previous assign-
ments are displayed.
Test Administration
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
Purpose
With this functionality, you can restart the batch selection and adapt the search by changing the general layout to predefined variants.
Note You can use each batch managed material that is delivered to a customer. If you do not have an adequate material, run Make-to-Order Production -
Finished Goods Sales and Final Assembly (BJE) test script.
Procedure
1 Log On Log onto the SAP Fiori Launchpad as a Quality Technician. The SAP Fiori Launchpad displays.
2 Access the SAP Fiori Open Batch Information Cockpit (BMBC). The Batch Information Cockpit screen displays.
App
3 Select Batches On the Batch Information Cockpit screen, make the following en- One or multiple batches are displayed in the left screen area Se-
tries: lection Result for Batches. The standard sorting is done per mate-
Go to the Material tab. rial number.
Material: TG22
Plant: 1810
Go to the Classification tab.
Batch Class: YB_EXP_DATE_001
Or
Go to Search with Characteristics area.
Selection Class: YB_EXP_DATE_001
Choose Create values.
Enter Characteristics value.
4 Display Stock Infor- Choose Display Selection Result for Stock. A new screen section on the left hand panel is opened, displaying
mation the selected batches sorted by plant and storage location.
5 Restart Selection Choose Restart > SAP Standard . The selection screen displays and all entries are cleared. The se-
lection can be re-executed with different values.
6 Restart Selection Choose Restart The selection screen displays a different subset of tab pages and
with Different Vari- Choose a different entry from the dropdown menu. (If there are not selection fields that has been configured by the system adminis-
ant (Optional) any other entries, this means your admin did not configure the trator. The selection can be executed with different values.
value. In this case, you can skip this step.)
Test Administration
Business Role(s): Responsibility: <State the Service Provider, Customer or Joint Service Provider and Customer>
With this functionality you can identify which batches are delivered to which customer and which raw material batches are used for the production of which
finished product. You can adapt the selection in the Batch Information Cockpit to customer-specific requirements by creating user-specific groups. You can
get additional information by using subsequent actions.
Note You can use each batch managed material that is delivered to a customer. If you do not have an adequate material, run Make-to-Order Production -
Finished Goods Sales and Final Assembly (BJE) test script.
Procedure
1 Log On Log onto the SAP Fiori Launchpad as a Quality Technician. The SAP Fiori Launchpad displays.
2 Access the App Open Batch Information Cockpit (BMBC). The Batch Information Cockpit screen displays.
3 Select Batches On the Batch Information Cockpit screen, make the following entries. One or multiple batches are displayed in the left screen area
Go to the Material tab. Selection Result for Batches. The standard sorting is done per
material number.
Material : TG22
Plant: 1810
Go to the Classification tab.
Batch Class: YB_EXP_DATE_001
Or
Go to Search with Characteristics area.
Selection Class: YB_EXP_DATE_001
Choose Create values.
Enter Characteristics value. e.g. <SLED/BBD from previous step>
4 Expand Selection In the section Selection Result for Batches. Select the checkbox for The selection result is analyzed and a batch for further investi-
TG22 and then choose Expand subtree or Expand node. gation is identified.
5 Start Analysis Right-click on one selected batch and choose either Usage(Top-Down) The batch where-used list displays.
or Usage(Bottom-up).
6 Analyze the The usage of the batch can be analyzed and the specific documents
Batch Where (such as batch master record, sales order) can be accessed via double
Used List click.
7 Analyze Batch Choose Details in the header area and select Batch Master. The batch master screen displays.
Master
8 Analyze Material Choose Details again and select Usage. The usage displays again and after selecting documents the
Document Select one document and choose Documents. respective material document display.
9 Go to the Mate- Choose the material document in the pop up dialog and choose Choose The material document displays.
rial Document (F2). Note that your user has to have the appropriate authoriza-
To display the material document, you need further authorizations that tions.
are granted by your company, for example, SAP_BR_INVENTORY_MAN-
AGER.
Example Words or characters quoted from the screen. These include field names, screen titles, pushbut-
tons labels, menu names, menu paths, and menu options.
Textual cross-references to other documents.
EXAMPLE Technical names of system objects. These include report names, program names, transaction
codes, table names, and key concepts of a programming language when they are surrounded
by body text, for example, SELECT and INCLUDE.
Example Output on the screen. This includes file and directory names and their paths, messages, names
of variables and parameters, source text, and names of installation, upgrade and database
tools.
Example Exact user entry. These are words or characters that you enter in the system exactly as they
appear in the documentation.
<Example> Variable user entry. Angle brackets indicate that you replace these words and characters with
appropriate entries to make entries in the system.
EXAMPLE Keys on the keyboard, for example, F 2 or E N T E R . © 2024 SAP SE or an SAP affiliate company. All rights re-
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