52842877 Stock Transfer Process in Sap1

8/12/2019 52842877 Stock Transfer Process in Sap1

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o for 9elivery 6108

Shipping point ;;;;;

Select <) go for e=ecutethen select the delivery then go for delivery ............create delivery'''' delivery number generated.

oods #ssue 60"9elivery doc ;;;;;;;;;;

Clic4 on pic4ingenter the pic4ing >ty

Clic4 on <#

#n the mean time chec4 in the <) history you $ill get the details

oods receipt ,#)#n Stoc4 overvie$' the stoc4 $ill be updated....

Stock Transfer Using Stock Transport Order

Use

A number of procedures are available to enable you to transfer materials from one plant to another:

• Stock Transfer Between Plants in One Step

• Stock Transfer Between Plants in Two Steps

• Stock Transport Order Without Delivery

• Stock Transport Order with Delivery via Shippin

• Stock Transport Order with Delivery and Billin Document!"nvoice

Features

Advantages of the Stock Transport Order

The transfer of stock usin a stock transport order has the followin advantaes over the transfer of stockwithout a stock transport order:

• A oods receipt can be planned in the receivin plant#

• $ou can enter a vendor %transport vendor& in the stock transport order#

• Delivery costs can be entered in the stock transport order#

• The stock transfer order is part of '(P: Purchase re)uisitions that were created in '(P can be

converted into stock transport orders#

• The oods issue can be entered usin a delivery via Shippin %LE-SHP &#

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• The oods receipt can be posted directly to consumption#

• The entire process can be monitored via the purchase order history#

Characteristics of the Various Stock Transfer Procedures

The followin table lists the characteristics of the individual procedures used for stock transfer#

Plant to plant1 step

Plant to plant2 steps

St. trnsp. ord.!o S"

St. trnsp. ord.ith S"

St. trnsp. ord.ith #illing

Order t$pe%%&PU'

* * +B +B ,B

%ove(ent t$pe%%&)%

Transfer post#usin -./

0": -.-0(: -.1

0": -1/0(: /./

0": 23/0(: /./

0": 23-0(: /./

"eliver$ t$pe S" * * * ,4 ,455

*illing t$pe S" * * * * "6

"oc. t$pe %%&)V * * * * (7

Price 6aluation price 6aluation price 6aluation price 6aluation price Pricin in SDand ''

Planning via... (eservation * Purchase order Purchase order Purchase order

Stock after +) * Stock in transfer Stock in Transit Stock in Transit %Stock in transit55&

"eliver$ costs * * yes yes yes

Cross&co(pan$&code via...

5ompany codeclearin

5ompany codeclearin

5ompany codeclearin

5ompany codeclearin

(evenueaccount80(!"( clearin

$ou can find an overview of all the movement types in the "mplementation 0uide %"'0&for "nventory 'anaement in the step Copy/Change Movement Types#

Activities

+oods )ssue in )nventor$ %anage(ent or in Shipping

$ou can enter a oods issue for the stock transport order in either "nventory 'anaement %MM-IM & orShippin %LE-SHP &# 9or oods issues in Shippin a replenishment delivery is created %see also Postin0oods "ssue in Shippin&#

Prere,uisites for +oods )ssues in Shipping-

To process the oods issue via Shippin the followin prere)uisites must be fulfilled %see also 0oods'ovements via Shippin&:



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• "n 5ustomi;in for "nventory 'anaement you define a cross*application stratey for stock

determination accordin to which stocks should be reduced# 7ach stratey is determined at plantlevel based on a stock determination roup and stock determination rule#

• $ou assin a stock determination roup to the material in the material master record#

• "n 5ustomi;in for the application you are usin assin a stock determination rule to the

business transaction!event#

Activities

The (!- System can carry out stock determination in two ways:

• automatically in the backround

+sin this procedure you do not have any way of intervenin in the stock determination processas processin only takes place in the backround# "t is entirely up to the (!- System to determinethe stock from which materials are withdrawn and posted#

• via online processin durin the stock determination process

"f you have confiured online processin in 5ustomi;in you can have the (!- System displaythe result of stock determination in a dialo bo= and you can chane the result manually#

"f the stock determination procedure did not remove materials from the stock youre)uested you can only cancel this postin via a reverse postin in the application youare usin#

$ou should always prepare each stratey thorouhly and confiure and test theapplication components e=tensively before you start usin them#

Stock Transfer *eteen Plants in One Step

Use

This type of stock transfer can only be carried out in "nventory 'anaement# ,either Shippin in theissuin plant nor Purchasin in the receivin plant is involved in the process#

Transferrin stock in one step has the followin characteristics:

• The stock transfer is entered as a transfer postin in "nventory 'anaement#

• The transfer postin can be planned by creatin a reservation#

• The )uantity of the stock transferred is posted immediately from the unrestricted*use stock of the

issuin plant to the unrestricted*use stock of the receivin plant

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• The transfer postin is valuated at the valuation price of the material in the issuin plant#

• "f the plants involved belon to different company codes the transfer between plants is also a

transfer between company codes# "n this case the system creates two accountin documents forthe transfer postin# The stock postin is offset aainst a company code clearin account#

Stock Transfer *eteen Plants in To Steps

Use

This type of stock transfer can only be carried out in "nventory 'anaement# ,either Shippin in theissuin plant nor Purchasin in the receivin plant is involved in the process#

The stock transfer includes the followin processes:

/# A oods issue in the issuin plantC# A oods receipt in the receivin plant

Transferrin stock in two steps has the followin characteristics:

• The transfer postin cannot be planned by creatin a reservation#

• The )uantity posted from stock is first of all manaed as stock in transfer in the receivin plant#

Only once the oods receipt has been posted is the )uantity posted to the unrestricted*use stockof the receivin plant#

This enables the )uantity on the road to be monitored#

• The transfer postin is valuated at the valuation price of the material in the issuin plant#• "f the plants involved belon to different company codes the transfer between plants is also a

transfer between company codes# "n this case the system creates two accountin documentswhen the oods issue is posted# The stock postin is offset aainst a company code clearinaccount#

Stock Transport Order 0ithout "eliver$

Purpose

This type of stock transfer not only involves "nventory 'anaement but Purchasin in the receivin plant#The oods issue postin in "nventory 'anaement is carried out without the involvement of SD#

Characteristics of a Stock Transfer Order

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• The )uantity posted from stock is first of all manaed as stock in transit of the receivin plant#



• Delivery costs can be entered in the stock transport order#• The transfer postin is valuated at the valuation price of the material in the issuin plant#



Process Flo

/# 5reatin a stock transport order in the receivin plant

Plant A would like to order materials from plant B# Plant A enters a stock transfer order# The stocktransfer is used to plan the movement#

C# Postin a oods issue in the issuin plant

Plant B supplies the oods to plant A# Plant B enters the oods issue for the stock transfer order#The oods are then posted to the stock in transit of the receivin plant#

-# Postin a oods receipt in the receivin plant

Once the oods arrive in the receivin plant the plant posts the oods receipt# The stock intransit is therefore reduced and the unrestricted*use stock increased#

The oods receipt is entered with reference to the purchase order#

Stock Transport Order ith "eliver$ via Shipping

Purpose

The followin components are involved in this type of stock transfer:

• Purchasin %MM-PUR & in enterin the order

• Shippin %LE-SHP & in makin the delivery from the issuin plant

• "nventory 'anaement %MM-IM & at oods receipt in the receivin plant


• The )uantity posted from stock is first of all manaed as stock in transit of the receivin plant#






• Delivery costs can be entered in the stock transport order#

• The transfer postin is valuated at the valuation price of the material in the issuin plant#



Process Flo


Plant A would like to order materials from plant B# Plant A enters a stock transfer order# The stocktransfer is used to plan the movement#

C# Postin a delivery in the issuin plant

Plant B supplies the oods to plant A# Plant B enters a replenishment delivery in Shippin# Theoods are then posted to the stock in transit of the receivin plant#

-# Postin a oods receipt in the receivin plant

Once the oods arrive in the receivin plant the plant posts a oods receipt for the delivery# Thestock in transit is therefore reduced and the unrestricted*use stock increased#

Stock Transport Order ith "eliver$ and *illing"ocu(ent!)nvoice

Purpose

With this type of stock transfer the transfer postin is not valuated at the valuation price of the material inthe issuin plant but is defined in both the issuin and receivin plants usin conditions#

Stock transfers that include deliveries and billin documents!invoices are onlypossible between plants belonin to different company codes#"f you want to carry out a cross*company*code stock transport order with delivery

but without a billin document you must set the Relevant for Billing %dataelement !REL& indicator in 5ustomi;in of the item type to blank %"ot relevant for #illing &#

The followin applications are involved in this type of stock transfer:

• Purchasin %MM-PUR & in enterin the order

• Shippin %LE-SHP & in makin the delivery from the issuin plant

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• Billin %S$-BIL& in creatin the billin document for the delivery

• "nventory 'anaement %MM-IM & at oods receipt in the receivin plant

• "nvoice 6erification %MM-I% & at invoice receipt in the receivin plant


• The )uantity posted from the stock of the issuin plant is manaed neither in the issuin plant nor

in the receivin plant# The )uantity is first posted to the unrestricted*use stock of the receivinplant in the oods receipt postin# After the oods issue has been posted the stock overviewdisplays the )uantity transferred as Sto&' in trans( CC # This stock is determined dynamically forstock balance display#

• With this transfer postin price determination is carried out in both Purchasin and Sales <

Distribution %SD&#

o "n Purchasin the price of the material in )uestion is determined in the usual manner

%from the info record for e=ample&#

o "n SD pricin is also carried out as normal durin the billin process#

• The oods movements are valuated at the price determined in each case#

• Accountin documents are created for the followin transactions:

o 0oods issue

o 0oods receipt

o Billin

o

"nvoice receipt

Stock Transport Order ith Valuated and on&Valuated Sales Order Stock

When enterin oods issues for cross*company*code stock transport orders you can work with bothvaluated and non*valuated sales order stock %7& usin the one*step procedure %movement type 231& andthe two*step procedure %movement type 23-&# "n the '(P view of the material master record %'(P 3& youdetermine the stock from which material is to be withdrawn by selectin the $epen)ent re*+irementsin)i&ator for in)ivi)+al an) &olle&tive re*+irements# There are three options:

• "ndicator set to Blan' %individual and collective re)uirements&: 'aterial is removed from sales

order stock

• "ndicator set to , %individual re)uirements only&: 'aterial is removed from sales order stock

• "ndicator set to %collective re)uirements only&: 'aterial is removed from unrestricted*use

standard stock

Process Flo




Purchasin also determines the price for the materials#

C# Postin a delivery in the issuin plant

The issuin plant enters a replenishment delivery in Sales and Distribution# +nlike a stocktransfer without a billin document no stock in transit is created#

-# 5reatin a billin document in the issuin plant

The issuin plant creates the billin document for the delivery# SD also determines the price forthe delivery

3# Postin a oods receipt in the receivin plant

The receivin plant posts a oods receipt for the delivery# The oods are posted to unrestricted*use stock

1# Postin an invoice in the receivin plant

The invoice referrin to the billin document is entered in the receivin plant#

Cross&Co(pan$ Stock Transfer

Purpose

"n 'aterials 'anaement "nventory 'anaement you can transfer oods between different companycodes# $ou can perform these stock transfers as one*step stock transfers %material movement in a sinlestep& or as two*step stock transfers %material movement in two steps&# $ou can also use the purchasinand distribution functions %that is stock transport orders&# "n the followin process only one*step and two*step stock transfers are e=plained# "n the case of a one*step stock transfer the oods are issued andreceived in a sinle transaction8 in the case of a two*step stock transfer you enter the oods issue andthen the oods receipt# "f the valuation procedures and delivery prices are different in the two plants thereceivin plant bears all the costs and value differences that occur#

Use

7ven when the plants involved in a stock transfer belon to different company codes you can useconventional methods to transfer the stock:

• By transferrin the stock between plants in one or two steps• By carryin out a stock transport order without the delivery function via Shippin

• By carryin out a stock transport order with the delivery function via Shippin

"n these cases the value of the transfer postin is posted to a company code clearin account in both theissuin and the receivin plants# The stock transfer is posted at the valuation price of the material in theissuin plant#






• "ndicator set to %collective re)uirements only&: material is removed from unrestricted*use

standard stock

Prices

"n Purchasin the price of the material in )uestion is determined in the usual manner %from the info

record for e=ample&#

"n SD pricin is also carried out as normal durin the billin process#

$our company has to maintain settins in the 5ustomi;in system determinin whetherstock transfers between two plants should be with or without billin#

$ou can also determine whether individual users can carry out stock transfers fore=ample with or without billin or in either of the two ways#

"f you choose P+r&hase .r)er → Create → Sto&' Transfer %i#e# a stock transport order

without billin& and stock transfer with billin has been defined for the plants in5ustomi;in a messae appears indicatin that you should create a standard purchaseorder#

Transfer %aterial- One&Step Stock Transfer

/# 5all up the transaction as follows:

%enu Path Logisti&s → Materials Management → Inventory

Management → oo)s Movement → Transfer

Posting

Transaction Code 'B/B

C# 7nter the followin data:

Field "ata

'ovement type -./

Plant /...

Storae location .../

-# 5hoose #

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To skip any warnin messaes choose #

3# 7nter the followin data:

Field "ata

(eceivin plant C...

(ecv# Sloc .../

'aterial /-..*CE.

@uantity /..

1# 5hoose #

2# 5hoose #

The system confirms the postin and assins a document number# 'ake a note of the numberthat appears in the status bar#

E# 5hoose until the overview tree appears#

"ispla$ing the %aterial "ocu(ent for a One&StepTransfer Posting


%enu Path 9rom the Inventory Management node choose Material $o&+ment → $isplay

Transaction Code 'B.-


Field "ata

'aterial document $our document number

'at# doc# year 5urrent year

-# 5hoose #

The system displays an overview of the material document# "n the Is column you can see thatthe stock in plant /... has been reduced by the )uantity to be transferred and added to the stockin plant C...#

3# 5hoose until the overview tree appears#

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Transfer %aterial- To&Step Stock Transfer )ssue


%enu Path 9rom the oo)s Movement node choose Transfer

Posting #



Field "ata

'ovement type -.-

Plant /...


-# 5hoose #


Field "ata

(eceivin plant C...

'aterial /-..*CE.

@uantity /..

1# 5hoose #

2# 5hoose #


Transfer %aterial- To&Step Stock Transfer 'eceipt


%enu Path 9rom the oo)s Movement node choose Transfer

Posting #







Field "ata

'ovement type -.1

Plant C...


-# 5hoose #


Field "ata

'aterial /-..*CE.

@uantity /..

1# 5hoose #

2# 5hoose #


"ifference for Stock Transfer and Transfer #osting

$uestions% Tell !e the difference between transfer postings and stock transfers What are

the !aterial docu!ents that are generated and what are the accounts hits

Stoc4 Transfer ? physically stoc4 transfer of goods'

Trasfer posting ? may physical or logical not physical stoc4 transfer of goods.

Transfer posting and stoc4 transfer:Transfer posting : plant to plant Storage location to Storage ocation.

#n $hich if the valuation area is same. i.e.

& Sloc to Sloc $ithin one plant then there $ill be no accounting entry occurs.- @o$ever if the its Sloc to Sloc but $ith t$o different plant. and valuation areaAvaluation price

is diff then there $ill accounting doc and material doc created for the same.

Stoc4 Transfer:

There are unrestricted stoc4' >uality inspection stoc4' bloc4ed stoc4. 3lso you can have B8loc4ed stoc4' special stoc4 too. #t $ill update the >uantity. ;--

,adhura 4

Stoc4 Tranfer and Transfer <osting - #mportances are same up to <lant to <lant . @o$ever

Customer Client <refer Stoc4 Transfer than Transfer <osting.



See the 8elo$ 3dvantages of Stoc4 Transfer more than Transfer <ostings :

The transfer of stoc4 using a stoc4 transport order has the follo$ing advantages over the transfer

of stoc4 $ithout a stoc4 transport order:- 3 goods receipt can be planned in the receiving plant.

- ou can enter a vendor transport vendor in the stoc4 transport order.

- 9elivery costs can be entered in the stoc4 transport order.- The stoc4 transfer order is part of ,B<: <urchase re>uisitions that $ere created in ,B< can be

converted into stoc4 transport orders.

- The goods issue can be entered using a delivery via Shipping 5-S@<- The goods receipt can be posted directly to consumption.

- The entire process can be monitored via the purchase order history.

@o$ever $e need to do some times <lant to <lant Trasfer <ostings only in some industires. This

is based on Customer Be>uirement. ;-- <avan !ul4arni

How !any stock transfer process are avaikable in S'#?

(ike )*Two step stock transfer +MM,S"* -*Two steap stock transfer + MM only* Move type ./.0 ./1

.* One step stock transfer Move type ./)

Stoc4 Transport )rder ST)

Dithout ST)

)ne step stoc4 transfer ,ove type %01.T$o step stoc4 transfer ,, only ,ove type %0%E %0*.

Fsing ST) $ithout delivery:

doc.type: F8#:%*1' B:101

ST) $ith delivery:

#:+&1' B:101delivery type:/

ST) $ith delivery and billing:#:+&%' B:101

delivery type:/CC ' billing type:#6



S'# 2334 % Setting up Stock Transport

Order +STO*

5usiness 6e7uire!ent%Stoc4 needs to be transferred from one storage location to another. 8oth storage locations are in

the same plant.

Solution%

To configure GStoc4 Transport )rderH bet$een t$o storage locations.

5enefits%

• Ireight costs can be planned and mentioned before hand in the order itself.

• Ireight invoice can be posted $ith reference to this order.

• The order can be integrated $ith ,B<.

• 3 receipt can be planned at the receiving storage location.

• The received material can be posted to >uality inspection stoc4 bloc4ed stoc4.

• The entire process can be monitored via the order history.

Steps for configuration%

Step 1: 3ctivate Stoc4 Transfer bet$een Storage ocations

Step ": 3ssign 9elivery Type and chec4ing rule according to storage

Step %: 9efine Shipping 9ata for Stoc4 Transfer bet$een Storage ocationsStep &: 9efine Bule for 9etermination off Shipping <oint

Step *: Shipping <oint 3ssignment 3ccording to Storage ocation

Step +: ,aintain the ,aterial for 8oth the Storage ocations

3onfiguration steps with screenshots and !enupath%

Step)% 'ctivate Stock Transfer between Storage (ocations

S<B)-,aterial ,anagement-<urchasing-<urchase )rder-set up stoc4 transport order-set

up stoc4 transport order bet$een storage locations- K3ctivate Stoc4 transfer bet$een storagelocationsL

Step-% 'ssign "elivery Type and checking rule according to storage


up stoc4 transport order bet$een storage locations-3ssign 9elivery Type and Chec4ing Bule

3ccording to Storage

Step.% "efine Shipping "ata for Stock Transfer between Storage (ocations



S<B) -,aterial ,anagement -<urchasing -<urchase )rder -set up stoc4 transport order

-set up stoc4 transport order bet$een storage locations - 9efine Shipping 9ata for Stoc4

Transfers bet$een Storage ocations

Step8% "efine 6ule for "eter!ination off Shipping #ointS<B)-,aterial ,anagement-<urchasing-<urchase )rder-set up stoc4 transport order-set

up stoc4 transport order bet$een storage locations - Set-up Storage-ocation Mdependentshipping point determination-9efine rule for determination of shipping point

Step1% Shipping #oint 'ssign!ent 'ccording to Storage (ocation


up stoc4 transport order bet$een storage locations- Set-up Storage-ocation Mdependentshipping point determination- 3ssign Shipping <oints 3ccording to Storage ocation

Step 4% Maintain the Material for 5oth the Storage (ocations,aintain the ,aterial master for the issuing and receiving storage locations.

STO39 T6':S;26 O6"26

Follow STO Process for this;

1.Create a vendor for the company code of receiving plant, using account group

!!!" using T#Code $%!1.

&. 'ssign this vendor to (elivering plant

)o to $%!& *Purchasing view*+tras*'dd. Purchasing data*Plant

-. Create internal customer with the sales area of the vendor. )o To $(!1

. /n Pricing procedure determination relevant to STO, assign document Pricing

Procedure and customer pricing procedure appropriate for STO to get the pricing in

the invoice.

0. aintain condition records for the relevant pricing condition.

2. Some more setting for STO )o to * Purchasing * Purchase Order * Set up

STO * de3ne shipping data for plants * )o to 4eceiving plant *assign customer

here 5 Supplying S' 6for 7illing8 to 4eceiving plant here

". )o to * Purchasing * Purchase Order * Set up STO * de3ne shipping data



for plants * )o to Supplying plant and assign the sales area of receiving plant.

9. )o to * Purchasing * Purchase Order * Set up STO * assign delivery Type 5

Chec:ing rule

'ssign the delivery type to document type. /n this case, (elivery type <CC isassigned to (ocument type =

>. )o to * Purchasing * Purchase Order * Set up STO * 'ssign document Type,

One step Procedure, ?nder delivery tolerance

'ssign the document type = to supplying plant and receiving plant

1!. 'fter all settings , Create the STO using T#Code+&1 and maintain pricing

conditions of freight and Save.

11. Create (elivery @<1!)

Clic: on the =ac:ground =utton after selecting line item

' message is Aashed See log for information* net Clic: on <og for delivery

creation =utton *clic: on line item*clic: on document 7utton to get (elivery

document o

1&. Pic:ing, P)/@<!&

1-. =illing@F!1

Save the document and its done

1. B1// # Outgoing +cise /nvoice

10. /)O # )oods 4eceipt against out7ound (elivery

12. B1/+$ # Capture 5 Post +cise /nvoice

Pricing con3guration for STO #

/n SP4O * * Purchasing * Conditions * (e3ne Price (etermination Process *

(e3ne Schema (etermination * (etermine Schema for Stoc: Transport Orders *ere assign Calculation Schema D4&!!!D i.e. Stoc: Transfer (ocument to Schema

)rp Pur. Org, STO Type 6For e.g. ?=8 and Supplying Plant.

Calculation Schema D4&!!!D has condition type P1!1 which will pic: up the 'P of

supplying plant automatically during creation of STO in +&1 6DConditionsD Ta78.

Eou can create new freight delivery cost conditions in !2 and assign in pricing



procedure D4&!!!D in !9 and also assign the 'ccrual %ey to this and do the

'ccount (etermination for this 'ccrual %ey in O=EC

't the time of P)/, following accounting entry will get generated;

Stoc: 'c # (r # 11! /4 64eceiving Plant8Stoc: 'c # Cr # 1!! /4 6Supplying Plant8

Freight Clearing 'c # Cr # 1! /4 6Supplying Plant8

Documents

52842877 Stock Transfer Process in Sap1