Batch Management and Serialization in S/4HANA: Classification, Determination and Where-Used Traceability

Keep this: job aid

Batch and serial traceability card

• Decide per material: batch, serial, both or neither; write down the recall questions the design must answer.
• Batch level (OMCT) is system-wide; material level is SAP's recommendation; RM07CHDX converts upward only.
• Switching on batches or serials with stock is a small cutover: close documents, empty, switch, refill, reconcile value.
• Batch master: internal number, supplier batch, production date, SLED, status, class 023 values.
• Determination: condition technique; strategy records MBC1 (IM), COB1 (PP), VCH1 (SD); sort rules CU70; test unclassified batches and splits.
• Shelf life: total and minimum remaining life, period indicator, rounding; check active per plant and movement type; FEFO; MB5M; scrap with 551.
• Serial profile (OIS2): PPAU, PPRL, MMSL, SDAU, SDLS, QMSL with usage none/optional/obligatory/automatic; equipment requirement.
• Follow one serial from order release through EWM to delivery and return (IQ03 history).
• Traceability tools: MB56 analyze, MB57 compile, BMBC, Manage Batches history, IQ03/IQ09.
• Run a timed recall drill on seeded data; repeat after changes and yearly.