stock transfer

EHP6 for SAP ERP 6.0

March 2012

English

Stock Transfer without Delivery (135)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Documentation

SAP Best Practices Stock Transfer without Delivery (135): BPD

Copyright

© 2012 SAP AG. All rights reserved.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.

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Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company.

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These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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Contents

Stock Transfer without Delivery...........................................................................................................5

1 Purpose........................................................................................................................................ 5

2 Prerequisites................................................................................................................................ 6

2.1 Master Data and Organizational Data...................................................................................6

2.2 Business Conditions............................................................................................................10

2.3 Preliminary Steps................................................................................................................10

2.4 Roles................................................................................................................................... 12

3 Process Overview Table.............................................................................................................13

4 Process Steps............................................................................................................................ 14

4.1 One-Step Stock Transfer.....................................................................................................14

4.2 Create Stock Transport Order.............................................................................................15

4.3 Post Goods Issue for Stock Transport Order.......................................................................16

4.4 Check Status of Stock Transfer...........................................................................................17

4.5 Receipt of Transferred Materials.........................................................................................18

5 Appendix.................................................................................................................................... 20

5.1 Reversal of Process Steps..................................................................................................20

5.2 SAP ERP Reports...............................................................................................................21

5.3 Used Forms......................................................................................................................... 22

5.3.1 Procurement.................................................................................................................22

5.3.2 Goods Movements.......................................................................................................22

5.4 Frequently Asked Questions...............................................................................................22

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Stock Transfer without Delivery

1 Purpose

DocumentThe purpose of this document is to describe the business process of internal procurement here as stock transfer without using deliveries. Target groups are warehouse clerks as well as Purchasers

ScenarioThe cross-plant, internal procurement of materials can be carried out within one company code (intracompany) or by using several company codes (cross-company). This process can be dealt with using standard functions, such as material requirements planning, purchase requisitions, stock transport orders, transportation planning, and the handling of internal deliveries.

In this process you perform the internal procurement without deliveries and transportation planning.

The process of stock transfer with delivery is covered by the scenario Internal Procurement (Stock Transfer with Delivery).

The process begins with a requirement to transfer material from one plant to another within the same company code. The stock transfer without a delivery can be performed in two different ways:

A one-step transfer posting at the issuing plant is possible, which moves the stock immediately from the issuing plant to the receiving plant. This is useful if the distance between the two plants is short and when there is no need for stock-in-transit stock overview.

A Purchaser at the receiving plant requests material with a stock transport order. This is useful if the issuing plant needs a formal request to send material to the receiving plant or the distance between the two plants is longer and there is a need for stock-in-transit stock overview.

There are no master data requirements beyond the material master to support the stock transfer process. The material master must exist in both the procuring (receiving) plant and the providing (issuing) plant. Also, stock transfer purchase orders are not subject to approval like other purchase orders.

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2 Prerequisites

2.1 Master Data and Organizational DataSAP Best Practices Standard Values

Essential master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company and master data that suits its operational focus, for example, master data for materials, vendors, and customers.

This master data usually consists of standardized SAP Best Practices default values, and enables you to go through the process steps of this scenario.

Additional Master Data (Default Values)

You can test the scenario with other SAP Best Practices default values that have the same characteristics.

Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data

You can also use customized values for any material or organizational data for which you have created master data. For more information on how to create master data, see the Master Data Procedures documentation.

Use the following master data in the process steps described in this document:

Master / org. data

Value Master / Org. data details Comments

Material H10 Trading with line item category YBNA (PD planning and drop shipment)

no Serial no.; no batch

See sections Business Conditions and Preliminary Steps.

Material H11 Trading Good for Reg. Trading with line item category NORM (PD planning)



Material H12 Trading Good for Reg. Trading with line item category NORM (reorder point planning)



Material H13 Trading with line item category YBNA (Reorder point planning and drop shipment)



Material H20 Trading Good for Reg. Trading with Only use if you have

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Master / org. data


line item category NORM (reorder point planning) with serial numbers

activated the building blocks Batch Management (117) or Serial Number Management (126).

See the sections Business Conditions and Preliminary Steps.

Material H21 Trading Good for Reg. Trading with line item category NORM (reorder point planning), batch controlled (Exp. Date)

Only use if you have activated the building blocks Batch Management (117) or Serial Number Management (126).


Material H22 Trading Good for Reg. Trading with line item category NORM (reorder point planning), batch controlled (FIFO strategy)

Only use if you have activated the building blocks Batch Management (117) or Serial Number Management (126).

See sections Business Conditions and Preliminary Steps

Material R13 Raw material as subcontracting component with line item, NORM (PD planning), no batch, no serial number


Material R14 Raw material as subcontracting component with line item, NORM (PD planning), no batch, no serial number


Material R16 Raw material as BOM component to S22 with line item, NORM (PD planning), no batch, no serial number






Material R20 Raw material for external procurement with line item, NORM (PD planning), no batch, no serial


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Master / org. data


number

Material R27 Raw material for external procurement with line item, NORM (PD planning), no batch, no serial number


Material R120 Raw material for external procurement for QM processing, with line item, NORM (PD planning), no batch, no serial number


Material R122 Raw material for external procurement, with line item, NORM (PD planning), Batch-Fifo, Procure Import, no serial number


Material R128 Raw material for external procurement for consignment processing with line item, NORM (PD planning), no batch, no serial number


Material R124 Raw material for external procurement with line item, NORM (reorder point planning), Fixed Bin info, no batch, no serial number


Material S21 Semi finished Good for Trading / Repetitive manufacturing with line item category NORM (PD planning), no batch, no serial number


Material S22 Semi finished Good for Reg. Trading / production with line item category NORM (PD planning), phantom assembly, no batch, no serial number


Material S23 Semi finished Good for Reg. Trading / production with line item category NORM (PD planning), for subcontracting process, no batch, no serial number


Material S24 Semi finished Good for Reg. Trading / production with line item category NORM (PD planning), subcontracting, no serial number, batch controlled (FIFO strategy)


Material S25 Semi finished Good for External procurement with line item category NORM (PD planning), subcontracting, no serial number, no batch


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Master / org. data


Material F29 Finished Good MTS for Process Industry (PD planning)

no Serial no.; with batch


Material F126 Finished Good MTS for Discrete Industry (PD planning)

with Serial no.; with / w/o batch


Sold-to party 100003 Domestic Customer You can test the scenario using another domestic customer.

Ship-to party 100003 Domestic Customer

Payer 100003 Domestic Customer

Plant #1000 Plant 1

Plant #1100 Plant 2

Storage Location

1020 Plant #1000 Shop floor w/o lean WM

Storage Location

1030 Plant #1000 Shipping w/ lean WM

Storage Location

1040 Plant #1000 Shipping w/o lean WM

Storage Location

1050 Plant #1000 Stores w/ lean WM

Storage Location

1060 Plant #1000 Returns

Storage Location

1120 Plant #1100 Shop floor w/o lean WM

Storage Location

1130 Plant #1100 Shipping w/ lean WM

Storage Location

1140 Plant #1100 Shipping w/o lean WM

Storage Location

1150 Plant #1100 Stores w/ lean WM

Storage Location

1160 Plant #1100 Returns

Shipping Point

#1000 Plant #1000 Shipping Point 1000

Shipping Point

#100R Plant #1000 Shipping Point 100R

Shipping Point

#1100 Plant #1100 Shipping Point 1100

Shipping #110R Plant #1100 Shipping Point 110R

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Master / org. data


Point

Vendor 300000 Vendor domestic 00







Company Code

#1000 Company Code 1000

Purchase Organization

#1000 Purch. Org. 1000

Purchase group

100 Group 100 Plant #1000

2.2 Business ConditionsThe business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scenario:

Business condition Scenario

You have completed all relevant steps described in the Business Process Documentation Prereq. Process Steps (154).

Prereq. Process Steps (154)

2.3 Preliminary StepsTo run through this scenario, the materials must be available in stock

UseThe purpose of this activity is to post initial stock for materials, for example (H11).

This step is obsolete if enough stock is available. Check stock availability with the transaction MMBE, material TRADE11 (H11), plant Plant 1(#1000), storage location Shipping (L WM)(1030).

Procedure1. Access the transaction choosing one of the following navigation options:

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC Logistics → Materials Management → Inventory Management →

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Menu Goods Movement → Goods Movement (MIGO)

Transaction code

MIGO

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

Business role Warehouse Clerk

(SAP_NBPR_WAREHOUSECLERK_S)

Business role menu

Warehouse Management → Consumption and Transfers → Other Goods Movement

2. On the initial screen, ensure that in the top left corner of the screen, the first field shows Goods Receipt and the second field shows Others. In the field in the top right corner, enter movement type 561 and choose Enter.

3. On the Material tab, enter the material number (H11). Select the Items OK checkbox.

4. On the Quantity tab, in the Quantity field, enter an amount, for example 10000.

5. On the Where tab, enter plant Plant 1(#1000), storage location Shipping (L WM)(1030). Choose Enter.

6. If the material is handled in batches: Enter the external batch number on the Batch tab or leave the field empty for internal number assignment. Enter the date of production, for example the current date; then choose Enter:

7. If the material is serialized: Enter the serial number on the Serial Numbers tab. If the serial number is unknown, search one by choosing Find.

8. Choose Post.

To reverse the posting repeat the steps with reversal movement type 562. Alternatively cancel material document with transaction MBST.

ResultYou have created stock for materials TRADE11 (H11).

Financial postings:

Material Debited Accounts Credited Accounts Bemerkung

Raw materials (ROH) 131000 Invent. Raw mat 1

399110 Initial stock entry

Trade materials (HAWA) 135075 Trading Goods

399175 Invent. Own products

Semifinished materials (HALB)

133000 Unfinished products


Finished materials (FERT)

134000 Finished goods


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2.4 Roles

UseThe following roles must have been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Documentation must be assigned to the user or users testing this scenario. You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.

PrerequisitesThe business roles have been assigned to the user who is testing this scenario.

Business role Technical name Process step

Employee (Professional User)

SAP_NBPR_EMPLOYEE_S Assignment of this role is necessary for basic functionality.

Warehouse Clerk SAP_NBPR_WAREHOUSECLERK_S One step stock transfer

Post goods issue

Check status of stock

Post goods receipt

Purchaser SAP_NBPR_PURCHASER_S Create stock transfer order

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3 Process Overview Table

Option 1: Stock transfer without stock transfer order – one step

Process step

External process reference

Business condition

Business role

Trans-action code

Expected results

One-step stock transfer

Stock must be transferred

Warehouse Clerk

MIGO Stock is moved physically and logically in the system

Option 2: Stock transfer with stock transfer order

Process step External process reference

Business condition

Business role

Trans-action code

Expected results

Create Stock Transport Order

Stock must be transferred

Warehouse Clerk / Purchaser

ME21N Stock transfer order created

Post Goods Issue for Stock Transfer Order

– Stock is moved from storage

Warehouse Clerk


Check Status of Stock Transfer

– Stock information needed

Warehouse Clerk

MB5T Stock overview is shown

Post Goods Receipt for Stock Transport Order

– Stock is put into storage

Warehouse Clerk


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4 Process Steps

4.1 One-Step Stock Transfer



SAP ECC Menu

Logistics → Materials Management → Inventory Management → Goods Movement → Goods Movement (MIGO)

Transaction code

MIGO




Business role menu

Warehouse Management → Consumption and Transfers → Other Goods Movement

2. On the initial screen, ensure that in the top left corner of the screen, the first field shows Transfer Posting and the second field shows Others. In the field in the top right corner, enter movement type 301 and choose Enter.

3. Optional: Select the Print via Output Control checkbox to print the goods issues slip.

4. On the Transfer Posting tab, From-side, enter material number, for example, H11.

5. On the Transfer Posting tab, From-side, enter plant Plant 1 (#1000), storage location Shipping (LWM)(1030).

6. On the Transfer Posting tab, Dest-side, enter plant Plant 2 (#1100), storage location Shipping (L WM)(1130). Choose Enter.

7. On the Quantity tab, in the Qty in Unit of Entry field, enter the quantity to be transferred, for example, 100.

8. Select the Items OK checkbox.

9. If the material is serialized: Enter the serial number on the Serial Numbers tab. If the serial number is unknown, search one by choosing Find.

10. If the material is handled in batches: Enter the external batch number on the Batch tab.

11. Choose Post.

To reverse the posting repeat the steps with reversal movement type 302. Alternatively cancel the material document with transaction MBST.

ResultYou have transferred the stock for materials, for example TRADE11 (H11).

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Financial postings:


Trade Materials (HAWA) 135075 Trading goods

135075 Trading goods

Finished Materials (FERT)



4.2 Create Stock Transport Order

You can store purchase order data as a template for frequently used data. To save the data to a template, choose Save as Template. To load data from a template, choose Load from Template



SAP menu Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known

Transaction code

ME21N


Business role Purchaser

(SAP_NBPR_PURCHASER_S)

Business role menu

Purchasing → Purchase Order → Purchase Order → Create Purchase Order

2. On the Create Purchase Order screen, make the following entries:

Field name Description User action and values

Comment

Order type Stock Transp. Order

Order type UB

(The system displays a warning to use order type UD. Ignore this warning message)

Supplying plant Plant 1 (#1000)

Production Plant

Org. data tab Choose

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Comment

Purchasing org. Purch. Org. 1000

Purchasing Org.

Purchasing group Group 100 Purchasing group

Company Code Company Code 1000

Company Code

Expand Item overview

Choose If item overview window is not visible

Material (H11)

Order quantity 100 Or any other value

Delivery date Any, in future

Plant Plant 2 (#1100)

Distribution Center

Storage location Shipping (L WM) (1130)

Target storage location

Optional: Batch(if material is handled in batches)

Batch number Existing batch number of used material (you can use the input help [F4] to search for a batch)

Save

ResultThe system creates the stock transport order. Make a note of the stock transport order number for further processing: ____________________________.

4.3 Post Goods Issue for Stock Transport Order



SAP ECC menu

Logistics → Materials Management → Inventory Management → Goods Movement → Goods Issue (MIGO)

Transaction code

MIGO




Business role Warehouse Management → Consumption and Transfers → MIGO

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menu Goods Issue

2. On the initial screen, ensure that in the top left corner of the screen, the first field shows Goods Issue and the second field shows Purchase Order. Enter the purchase order number right to the Purchase Order field. In the field in the top right corner, enter movement type 351 and choose Enter.

3. Optional: Select the Print via Output Control checkbox to print the goods issue slip.

4. Optional: Enter a different amount on the Quantity tab, for example 200.

5. On the Where tab, see that the sending plant is entered (For Example, plant 1). Enter plant storage location Shipping (L WM) (1030).

6. If the material is handled in batches: On the Batch tab, enter the external batch number or leave the field empty for internal number assignment.

7. If the material is serialized: On the Serial Numbers tab, enter the serial number. If serial number is unknown, search one by choosing Find.

8. Select the ITEM OK checkbox.

9. Go to the header and choose Check (the system shows the message ”the document is O.K.”).

10. Choose Post.

ResultMaterial is posted for stock transfer.

Financial postings:


Trade Materials (HAWA) 135075 Trading goods

135075 Trading goods

Finished Materials (FERT)



To report warehouse stock, use transaction MB52 (use menu path Logistics → Logistics Execution → Information System → Goods Receipt → Lists for Material Stock → Warehouse Stocks per Material).

4.4 Check Status of Stock Transfer



SAP menu Logistics → Materials Management → Inventory Management →

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Environment → Stock → Stock in Transit

Transaction code

MB5T




Business role menu

Warehouse Management → Consumption and Transfers → Stock in transit CC

2. On the Display of Stock in Transit screen, make the following entries:


Comment

Material Number

(H11) Material number of the material from the stock transfer order

Receiving Plant Plant 1 (#1100) Distribution Center

Issuing Plant Plant 2 (#1000) Production Plant

Stock Transfer Orders

Indicator set Set the flag for ‘Stock Transfer Orders’

3. Choose Execute.

ResultYou get an overview of the material and of the stock transfer orders, which are currently in transit. This concerns all the materials that have left the supplying plant and have not yet reached the receiving plant.

4.5 Receipt of Transferred Materials

UseThis activity is performed when parts arrive in the receiving plant.



SAP ECC Menu

Logistics → Logistics Execution → Inbound Process → Goods Receipt for Purchase Order, Order, Other Transactions → Enter Goods Receipt for Purchase Order

Transaction code

MIGO



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Business role menu Warehouse Management → Receiving → Purchase Order

2. (For NWBC) On the All Purchasing Documents Ready for Goods Receipt, select your Purchase Order and choose Create Material Document.

3. On the initial screen, ensure that in the top left corner of the screen, the first field shows Goods Receipt and the second field shows Purchase Order. Enter the purchase order number right to the field Purchase Order. In the field in the top right corner, enter the movement type 101.

4. Choose Enter.

If multiple lines exist, choose Close Detail Data to be able to view all lines.

5. Optional: Select the Print via Output Control checkbox to printout a goods issue slip. Select the Individual slip checkbox.

6. On the Where tab, enter the plant storage location Shipping (L WM) (1130).

7. If the material is handled in batches: Enter the external batch number on the Batch tab or leave the field empty for internal number assignment.

8. If the material is serialized: On the Serial Numbers tab, enter or scan the corresponding serial numbers.

9. Select the Line OK checkbox.

10. Go to the header and choose Check (the system shows the message The document is O.K.).

11. Choose Post.

ResultA goods receipt slip is issued.

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5 Appendix

5.1 Reversal of Process StepsIn the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document,

One-Step Stock Transfer

Transaction code ( SAP GUI)

MIGO

Reversal: Cancel Material Document


MBST

Business role Warehouse Clerk (SAP_NBPR_WAREHOUSECLERK_S)

Business role menu Warehouse Management Consumption and Transfers Cancel Material Document

Comment Use Material Document Number

Create Stock Transport Order

Transaction code ( SAP GUI) ME21N

Reversal: Change Stock Transport Order

Transaction code ( SAP GUI) ME22N

Business role Purchaser (SAP_NBPR_PURCHASER_S)

Business role menu Purchasing Purchase Order Purchase Order

Comment Set deletion flag for order item line

Post Goods Issue for Stock Transfer Order


MIGO



MBST


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Comment Use Material Document Number

Check Status of Stock Transfer

Transaction code ( SAP GUI) MB5T

Reversal: - none-

Transaction code ( SAP GUI) -none-

Business role

Business role menu

Comment -none

Post Goods Receipt for Stock Transport Order


MIGO



MBST



Comment Use material document number

5.2 SAP ERP Reports

UseThe table below lists the most frequently used reports that help you to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPD documents, which provide a comprehensive compilation of all important reports:

Financial Accounting: SAP ERP Reports for Accounting (221)

Logistics Processes: SAP ERP Reports for Logistics (222)

Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.

Reports

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Report title Transaction code

Comment

Material Documents

MB51 A list of the material documents which were posted for one or more materials.

Warehouse Stock

MB52 A List of the warehouse stock is displayed

Stock Overview MMBE A list of stock is displayed.

Execute Report KE30 A report concerning Plan/Actual Activities.

5.3 Used Forms

UseIn some of the activities of this business process, forms were used. The table below provides details on these forms.

5.3.1 ProcurementCommon form name

Form type Used in process step

Output type

Technical name

Purchase Order SmartForm Step 4.2 NEU YBUS _MMPO

5.3.2 Goods MovementsCommon form name Form type Used in

process step Output type

Technical name

GR1 (Individual Item) SmartForm Step 4.5 WE01 YBUS_MMGR1

GR2 (Individual Item with inspection text)

SmartForm Step 4.5 WE02 YBUS_MMGR2

GR3 (Multiple Items) SmartForm Step 4.5 WE03 YBUS_MMGR3

GI1 (Individual Item) SmartForm Step 4.3 WA01 YBUS_MMGI1

GI2 (Individual Item with inspection text)

SmartForm Step 4.3 WA02 YBUS_MMGI2

GI3 (Multiple Items) SmartForm Step 4.3 WA03 YBUS_MMGI3

5.4 Frequently Asked Questions

Questions Answers

Can I add special instructions to the purchase order?

Yes.

Is it possible to use barcode output for the warehouse?

Yes.

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How do you manage the quality of incoming goods?

The movement of material allow recording of stock status –one of them being quality stock status – which exempts the stock quantity from MRP. Detailed quality results require SAP Quality Management module.

Can we use warehouse management functionality for material management?

Yes, the functionality exists – further requirement analysis needs to be done to determine the project scope.

© SAP AG of 23