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Stock Transfer/Transfer Posting

Stock Transfer/Transfer Posting

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Stock Transfer/Transfer Posting: Objectives

At the conclusion of this unit, you will be

familiar with:

l

The difference between logical and

physical movements

l

The different options of stock transfer

between plants and storage locations

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Transferring stock between plants and

storage locations and displaying a

stock overview

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Stock Transfer/Transfer Posting: Objectives

At the conclusion of this unit, you will

be able to:

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Enter a stock transfer in Materials

Management with reference to a purchase

order

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Execute logical goods movements, such as

the release of stock in quality inspection or

blocked stock

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Stock Transfer Types

Stock transfer

Stock transfer

l

Stock transfers

n

Physical goods

movement

n

Stock transfers can have one or

two steps or be related to a

stock transport order.

l

Transfer posting

n

Change of stock type, batch

number or material

number

n

A physical movement may

occur in

addition

.

Transfer Posting

Quality

Quality

inspec

inspec

.

.

to

to

unres

unres

.-use stock

.-use stock

Material

Material

to

to

material

material

Consignment

Consignment

to

to

Warehouse

Warehouse

Storage location

Storage location

to

to

storage

storage

location

location

Plant

Plant

to

to

plant

plant

Stock transfers

Unlike stock transfers, transfer postings do not usually involve a physical goods movement, but a change in stock type, batch number, or material number.

Examples of transfer postings are: release from quality inspection or transfer from consignment material to your companys own stocks.

The system creates a material document so that the transaction can be entered. Documents in Financial Accounting (FI, CO, CO-PC) are only created if valuation is changed (for example, plant to plant).

You can also carry out stock transfers with reference to the purchase order. The complete procedure is dealt with in course LO925.

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Stock Transfers/Transfer Postings: Business

Scenario

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In the system, your enterprise carries out

stock transfers between different plants in

two steps, because your plants are all

situated far apart from each other. Within a

plant, however, stock transfers from one

storage location to another are entered in

the system in one step, as both storage

locations are in the same factory.

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Stock

Transfer

/Transfer

Posting

Company code

001

001

0001

0001

0002

0002

Company code

001

001

0001

0001

0002

0002

Plant 0001

Plant 0002

Warehouse 0001

Warehouse 0002

Transfer postings can be carried out at three different levels:- transfer posting from company code to company code transfer posting from plant to plant transfer posting from storage location to storage location

A stock transfer consists of a goods issue from the sending point and a goods receipt in the receiving point. You can post stock transfers in one step or in two steps.

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A

B

B

C

B

Storage location 0002

Storage Location to Storage Location -

One-step Procedure

Unrestricted-use

stock

Storage location 0001

A

B

B

C

B

Unrestricted-use

stock

A stock transfer from one storage location to another is carried out within one plant. As the material being transferred in the same plant, and is managed with the same valuation data as before, the transfer is not valuated.

You can also carry out stock transfers at storage location level using the two-step procedure.

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A

B

B

C

B

A

B

B

C

B

Plant 0002

Unrestricted-use

stock

Plant 0001

A

B

B

C

B

Unrestricted-use

stock

Plant to Plant - Two-step Procedure

in stock transfer

The advantage of the one-step procedure is that you enter the stock transfer in a single transaction.

If you use the two-step procedure, you can monitor stocks while they are in transit. Once you have posted the goods issue from the issuing point, the stock is located in stock transfer at the receiving point, and is managed as such in the system.

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Two-step Transfer with

Stock Transport Order

Plant 2

Plant 1

A

B

B

C

B

Unrestricted-

use stock

Goods receipt

for purchase

order

Goods issue

A

B

B

C

B

Stock in transit

A

B

B

C

B

Unrestricted-

use stock

1

1

2

2

Pur

.order

1

2

Prior to Release 4.0, you had to use the 2-step procedure to carry out a stock transfer using a stock transport order.

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One-step Stock Transfer with Stock Transport

Order

Plant 2

Plant 1

Pur

. order

1

2

A

B

B

C

B

Unrestricted-

use stock

Goods receipt

for

purchase

order

A

B

B

C

B

Unrestricted-

use

stock

Goods issue

As of Release 4.0, you can carry out stock transfers with reference to a stock transport order using the one step procedure as an alternative to the two-step procedure. This procedure does not involve stock in transit, and materials are posted directly to unrestricted-use stock in the receiving plant.

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Material

Material

Material to Material

"

New wine

"

Old wine"

Material

Material

1994

1996

1996

1996

A transfer posting from material to material requires that both materials are managed in the same unit of measure.

A transfer posting from material to material may be necessary when a material changes over time, for example. It may then no longer correspond with the characteristics defined in the material master record, but with those of another material master number. This is often the case in the chemical and pharmaceuticals industry.

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Stock Data: Goods Movements

Withdrawals

Scrapping/Inspection sample

A

B

B

C

B

Blocked

stock

A

B

B

C

B

Stock in

quality

inspection

Inward movements

A

B

B

C

B

Unrestricted-use

stock

At goods receipt, you decide on the stock type you want to use to post a quantity.

You can only post withdrawals for consumption from unrestricted-use stock.

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A

B

B

C

B

A

B

B

C

B

Stock in

quality

inspection

Blocked stock

Stock Types: Transfer Postings

A

B

B

C

B

Unrestricted-use

stock

A

B

B

C

B

Consignment

stock

If a materials usability changes, transfer postings are carried out between the different stock types.

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Stock transfers are physical goods

movements. They can be effected in a

one-step or two-step procedure.

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Transfer postings do not involve a

physical goods movement as a rule.

Changes include the stock type or

material number, for instance.

Stock Transfers/Transfer Postings: Summary

SAP AGTAMM10 4.0B25-14