In my case, a Material master was created without batch management, and this material was used for inventory and other business, after that and now the business users had the requirement to make this material batch managed and had send me the screenshot with errors from MM02.
When you want use Batch Management after material have business data, you should go to check material master whether it is allowed to use batch, that is to say you should check error message details.
Step 1: Check Material Status
T-code: MM02
Go to material General Plant Data / Storage 1 View, Tick Batch Management indicator, then click Check Screen Data button.
If your material not have open business data, after you check, there will no error message, that is ok to have batch management;
If your material have open business data, after you check, you should go to Edit->Display Errors, and to check error details list, and you can follow Step 2.
Step 2: How to close your open business data
2.1 How to Process Physical Inventory Document
Physical Inventory documents which has been posted will not display in the MM02 error list.
Physical Inventory document not been posted, then you can post (MI07) to close it or you can delete it with MI02;
PS: Be noticed that re-do Physical Inventory Doc after you have changed the batch management flag if you want to do Physical Inventory.
2.2 How to Process Sales Order
Sales Order which has been fully billed will not display in the MM02 Error List.
Sales Order which partial processed, then you can close it by continuing delivery (VL01N) or delete items (VA02).
PS: Be noticed that re-do Sales Order after you have changed the batch management flag if you want to sell material.
2.3 How to Process Outbound Delivery
Outbound Delivery which has been billed will not display in the MM02 Error List.
Outbound Delivery which not billed, there are 2 situations:
If Outbound Delivery have not been Post Goods Issue, then you can close it by Post Goods Issue (VL02N) and bill (VF01), or you can delete items before Post Goods Issue;
If Outbound Delivery have been Post Goods Issue, then you can bill to close it, or you can reverse Post Goods Issue (VL09), and delete items.
PS: When you process Outbound Delivery, there will have influence on your inventory, so suggest you do this step before you process material inventory, and be noticed that re-do Outbound Delivery after you have changed the batch management flag and adjust your inventory.
2.4 How to Process Purchase Order
No Error Message, and no Influence.
2.5 How to Process Production Order
Only Warning Message, and no Influence.
2.6 How to Process Reservation
No Error Message, and no Influence.
2.7 Display Previous Period Stock and Current Period Stock
T-code: MM02/03.
View: Plant Stock, and Storage Location Stock.
2.8 How to Clear Previous Period Stock and Current Period Stock
You can do the 551(or 201) mvt type in MB1C to clear the stock and activate the batch management and revert back the stock by 552 or other mvt type, like 202.
For doing the above we have certain method depends the stock situation.
- If stock (previous & current period) are same, you can do 551 in previous period. So it will remove all the stock of current & previous period.
- If previous period stock is Higher than the current period, then add the difference quantity in current period with 552 to keep inventory quantity (previous & current period) are same, then remove the whole quantity in previous period with 551, whole stock will be removed and you can activate batch management. Then do the stock posting 552 in previous period, finally remove the difference quantity using 551 in current period.
- If previous period stock is Smaller than the current period, then remove the previous period quantity in previous period with 551, then remove the rest of the qty in current period using 551. Then activate batch and upload the previous period quantity initially with previous period and upload the rest of the quantity in current period.
- Not suggest that move stock with 561 or 562 movement type after your system go-live.
Useful Note: 30656
Thanks.
Evin