How to Change Item Serial/Batch Management of Item

Modified on Fri, 12 Jan at 2:52 PM

This is a trickier one from SAP. In order to change an items management type or valuation method, the following conditions must be met:

The In Stock quantity for the item must be zero in all warehouses.
No open inventory relevant documents exist. Open inventory related documents include:

Open Deliveries which are not copied to Returns.
Open (Sales) Return documents which are not based on Delivery documents.
Goods Receipt PO which is not copied to a Goods Return or A/P Invoice.
Open Goods Return document which is not based on a Goods Receipt PO.

Note:
A (Sales) Return is considered open if it is not copied to an A/R Credit Memo.

A Delivery is considered open if it is not copied to an A/R Invoice or (Sales) Return.

A Goods Receipt PO is considered open if it is not copied to a Goods Return or an A/P Invoice.

The Inventory Valuation Method does not take into consideration open Invoices or Credit Memos, (unless they are standalone documents that receive the item into stock, for example, an independent A/R Credit Memo or A/P Invoice) or Production Orders.

You can run the queries below to find the open documents for a specific item.

/* Replace XXX in these queries with your Item Code. */

select 'GRPO', T2."DocNum" from PDN1 T1 Inner Join OPDN T2 on T1."DocEntry"=T2."DocEntry" where T1."TargetType"<>'21' and T1."ItemCode"='XXX' and T1."LineStatus"='O';
select 'Good Return', T2."DocNum" from RPD1 T1 Inner Join ORPD T2 on T1."DocEntry"=T2."DocEntry" where T1."TrgetEntry" is null and T1."BaseType"<>'20' and T1."ItemCode"='XXX' and T1."LineStatus"='O';
select 'A/P Invoice', T2."DocNum" from PCH1 T1 Inner Join OPCH T2 on T1."DocEntry"=T2."DocEntry" where T1."ItemCode"='XXX' and T1."LineStatus"='O' and T1."BaseEntry" is null;
select 'A/P Credit Memo', T2."DocNum" from RPC1 T1 Inner Join ORPC T2 on T1."DocEntry"=T2."DocEntry" where T1."ItemCode"='XXX' and T1."LineStatus"='O';
select 'Sales Delivery', T2."DocNum" from DLN1 T1 Inner Join ODLN T2 on T1."DocEntry"=T2."DocEntry" where T1."TargetType"<>'16' and T1."ItemCode"='XXX' and T1."LineStatus"='O';
select 'Sales Return', T2."DocNum" from RDN1 T1 Inner Join ORDN T2 on T1."DocEntry"=T2."DocEntry" where T1."TrgetEntry" is null and T1."BaseType"<>'15' and T1."ItemCode"='XXX' and T1."LineStatus"='O';
select 'A/R Invoice', T2."DocNum" from INV1 T1 Inner Join OINV T2 on T1."DocEntry"=T2."DocEntry" where T1."ItemCode"='XXX' and T1."LineStatus"='O' and T1."BaseEntry" is null;
select 'A/R Credit Memo', T2."DocNum" from RIN1 T1 Inner Join ORIN T2 on T1."DocEntry"=T2."DocEntry" where T1."ItemCode"='XXX' and T1."LineStatus"='O';

There are no open Production Orders for a product that has been partially or totally received into stock through a Receipt from Production. If a partial or full Receipt from Production has been added, you need to close the Production Order(s) in order to change the product's valuation method. Run the query below to find the open Production Orders for the product.

/* Replace XXX in this query with your Item Code. */

SELECT * FROM OWOR T0 INNER JOIN IGN1 T1 ON T1."BaseEntry" = T0."DocEntry" AND T1."BaseType" = 202 WHERE T0."ItemCode" = 'XXX' AND T0."Status"= ('R');

Note:

If you cannot change the management method even though the above 3 conditions are met, please run the below query. Should this query detect any records, create a support incident with component SBO-MM-MDD.

select * from PDN1 where "OpenCreQty"<> 0 and "LineStatus" = 'C'