utilities_building_blocks_china_stock_transfer_134_bb_configguide.doc
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SAP ECC 6.0 EhP3
August 2008
English
Stock Transfer with Delivery (134)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Building Block Configuration Guide
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Copyright
© Copyright 2008 SAP AG. All rights reserved.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Icons
Icon Meaning
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Example
Note
Recommendation
Syntax
External Process
Business Process Alternative/Decision Choice
Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.
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Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Contents
1 Purpose................................................................................................................................... 5
2 Preparation.............................................................................................................................. 5
2.1 Prerequisites..................................................................................................................5
3 Configuration........................................................................................................................... 5
3.1 Defining Document Type UD for Purchase Order..........................................................5
3.2 Defining Allowed Item Categories..................................................................................6
3.3 Linking Purchase Requisition - Document Type............................................................6
3.4 Setting up Stock Transport Order - Plant.......................................................................7
3.5 Assigning Delivery Type/Checking Rule........................................................................9
3.6 Defining Shipping Data for Plants - Order Types f. Stock Transport............................10
3.7 Delivery Item Category Determination for Delivery......................................................11
3.8 Defining Default Values for Document Type................................................................11
3.9 Defining Texts for Purchase Order..............................................................................12
4 Master Data........................................................................................................................... 14
4.1 Creating Message Condition for PO Type UD.............................................................14
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Stock Transfer with Delivery
1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.
If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.
2 Preparation
2.1 PrerequisitesBefore you start installing this building block, you must install prerequisite building blocks. For more information, see the building block prerequisite matrix (Prerequisites_Matrix_[xx]_EN_CN.xls; the placeholder [xx] depends on the SAP Best Practices version you use, for example, BL refers to the SAP Best Practices Baseline Package: Prerequisites_Matrix_BL_EN_CN.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\BBLibrary\General\.
3 Configuration
3.1 Defining Document Type UD for Purchase Order
UseThe purpose of this activity is to define document type UD for purchase order.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
IMG menu Materials Management Purchasing Purchase Order Define Document Types
2. Copy the order type UB Stock transport ord. to UD StockTranspOrderDel for the stock transfer with delivery.
3. Choose the document type UB and copy (F6).
4. Enter the new type UD and the document type description StockTranspOrderDel.
5. Choose Enter.
6. Confirm the question about objects to be copied with copy all.
7. The three dependent entries should be copied with the following entries:
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Field name User action and values
Type UD
Doc. type description StockTranspOrderDel
Item number interval 10
Number range in the case of internal number assignment
45
Number range in the case of external number assignment
41
Update group for statistics update SAP
Field selection key UBF
Control indicator for purchasing document type
T
3.2 Defining Allowed Item Categories
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
IMG menu Materials Management Purchasing Purchase Order Define Document Types
2. Select the line created for item category UD, double-click Allowed item categories, and check the entries:
Allowed item categories for type UD
Field name User action and values
Item category U
Text item category Stock transfer
3. Choose Back (F3)
3.3 Linking Purchase Requisition - Document Type
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
IMG menu Materials Management Purchasing Purchase Order Define Document Types
2. Select the line created for item category UD, double-click Allowed item categories, and check the entries:
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
First entry
Field name User action and values
Document type NB
Description Purchase requisition
Item category in purchasing document (1)
No entry
Text for item category (1) Standard
Item category in purchasing document (2)
U
Text for item category (2) Stock transfer
Dialog indicator X
Second entry
Field name User action and values
Document type NB
Description Purchase requisition
Item category in purchasing document (1)
U
Text for item category (1) Stock transfer
Item category in purchasing document (2)
U
Text for item category (2) Stock transfer
Dialog indicator No entry
ResultThe order type UD StockTranspOrderDel is defined.
3.4 Setting up Stock Transport Order - Plant
Use The purpose of this activity is to maintain the customer number for the receiving plant. This
customer number is used in SD shipping to identify the goods recipient (ship-to party) if it has been specified in Customizing that a stock transfer is to be effected with an SD delivery.You make the following settings for the supplying plant:
o Sales organization
o Distribution Channel (Other Sales)
o Division
The system uses this data to determine the shipping data for the material to be transferred (for example, the shipping point).
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Under Assign delivery type/checking rule you specify whether an SD delivery is to be created in the case of a PO with a certain supplying plant in connection with a certain document type and, if so, with which delivery type. The delivery type in Sales (SD) determines how a delivery is processed. In the standard system, the delivery type NL is used for interplant stock transfers without billing documents.
You specify which document type is to be used for a certain combination of supplying (issuing) plant and receiving plant.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
IMG menu Materials Management à Purchasing à Purchase Order à Set Up Stock Transport Order à Define Shipping Data for Plants
2. On the Change View ‘Stock Transfer Data’: Overview screen, enter the following information:
Field name User action and values Notes
Plant Plant_1 (1000)
Customer no. - plant
491000 Customer of the account group YBAC ‘ship-to party (stock transport)’
Sales organization
Sales_organization_1 (1000)
Distribution Channel (Other Sales)
Distribution_Channel_1(10) Inter-company / Other sales
Division for inter-company billing
Division_1 (10) Product division
Language key ZH Chinese
Field name User action and values Notes
Plant Plant_2 (1100)
Customer no. - plant
491100 Customer of the account group YBAC ‘ship-to party (stock transport)’
Sales organization Sales_organization_1 (1000)
Distribution Channel (Other Sales)
Distribution_Channel_1(10) Inter-company / Other Sales
Division for inter-company billing
Division_1 (10) Product division
Language key ZH Chinese
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
3.5 Assigning Delivery Type/Checking Rule
Use The purpose of this activity is to specify whether an SD delivery is to be created in the case of a PO with a certain combination of supplying plant and document type.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
IMG menu Materials Management Purchasing Purchase Order Set Up Stock Transport Order Assign Delivery Type and Checking Rule
2. On the Deliveries: Change View ‘Stock Transfer Data’: Overview screen, enter the following information:
Field name User action and values Notes
Purchasing document type
UD StockTranspOrderDel
Supplying plant in case of stock transport order
Plant_1 (1000) Production Plant Plant_1 (1000)
Delivery type NL Replenishment Dlv.
Checking rule for the availability check
RP Replenishment
Delivery type 1 NL Delivery type within Company
Delivery type 2 NLCC Delivery type Cross Company
3. On the Deliveries: Change View ‘Stock Transfer Data’: Overview screen, enter the following information:
Field name User action and values Notes
Purchasing document type
UD Stock transp.ord./SD
Supplying plant in case of stock transport order
Plant_2 (1100) Distribution Plant Plant_2 (1100)
Delivery type NL Replenishment Dlv.
Checking rule for the availability check
RP Replenishment
Delivery type 1 NL Delivery type within Company
Delivery type 2 NLCC Delivery type Cross Company
4. Save your entries.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
ResultCreating a PO with purchase order type UD and supplying plant Plant_1 or Plant_2 creates a delivery with delivery type NL.
3.6 Defining Shipping Data for Plants - Order Types f. Stock Transport
UseThe purpose of this activity is to define which document type is to be used for a certain combination of supplying plant and receiving plant.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
IMG menu Materials Management Purchasing Purchase Order Set Up Stock Transport Order Assign Document Type, One-Step Procedure, Underdelivery Tolerance
2. On the Change View ‘Order Types for Stock Transport Order’: Overview screen, enter the following information:
Field name User action and values Notes
Supplying plant in case of stock transport order
Plant_1 (1000)
Plant Plant_2 (1100)
Purchasing Document Type
UD Stock transport or with delivery
3. On the Change View ‘Order Types for Stock Transport Order’: Overview screen, enter the following information:
Field name User action and values Notes
Supplying plant in case of stock transport order
Plant_2 (1100)
Plant Plant_1 (1000)
Purchasing Document Type
UD Stock transport or with delivery
4. Save your entries.
ResultOrder types are assigned to supplying plant and receiving plant.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
3.7 Delivery Item Category Determination for Delivery
UseThe purpose of this activity is to determine delivery item category for delivery type NL.
Procedure1. Access the activity using the following navigation options:
Transaction code 0184
IMG menu Logistics Execution Shipping Deliveries Define Item Category Determination in Deliveries
2. In the Delivery item category determination screen, enter the following information:
Field name Description Value
DlvT Delivery type NL
ItCG Item category group from material master NORM
Usg Item usage CHSP
ItmC Default item category for delivery NLN
Field name Description Value
DlvT Delivery type LF
ItCG Item category group from material master NORM
Usg Item usage PACK
ItmC Default item category for delivery KLN
3. Save your entries.
ResultThe delivery item category for delivery type NL and LF has been determined.
3.8 Defining Default Values for Document Type
UseThe purpose of this activity is to define the default values for the document type in certain transactions.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
IMG menu Materials Management Purchasing Define Default Values for Document Type
2. On the Change View ‘Default Purchasing Document Type in Transactions’: Overview screen, enter the following information:
Field name User action and values Notes
TCode (Transaction code) ME27
Purchasing Document Type
UD Stock transport or with delivery
3. Save your entries.
ResultOrder types are assigned as default to specific transactions.
3.9 Defining Texts for Purchase Order
UseThe purpose of this activity is to define the texts for purchase order messages.
Procedure1. Access the activity using the following navigation options:
Transaction code SPRO
IMG menu Materials Management Purchasing Purchase Order Messages Texts for Messages Define Texts for Purchase Order
2. Choose (double-click) in screen Dialog Structure the entry Texts For Document Header.
3. On the Change View ‘Texts For Document Header’: Overview screen, enter the following information:
Print Operation
Purchasing Doc. Type
Text Object
Text ID
Print Sequence
Text Name Print Title
1 UD EKKO F01 1
2 UD EKKO F01 1
3 UD TEXT ST 1 ME_PO_REMINDER
7 UD TEXT ST 2 ME_PO_ACKN_REM
4. Choose (double-click) in screen Dialog Structure the entry Texts for Document Item.
5. On the Change View ‘Texts For Document Item’: Overview screen, enter the following information:
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Print Operation
Purchasing Doc. Type
Item Category
Text Object
Text ID
Text Name
Print Sequence
Print Priority
Print Title
1 UD U EKPO F01 2
1 UD U EKPO F03 1 1
1 UD U EKPO F04 3
1 UD U MATERIAL BEST 1 2
2 UD U EKPO F01 2
2 UD U EKPO F03 1 1
2 UD U EKPO F04 3
2 UD U MATERIAL BEST 1 2
6. Choose (double-click) in screen Dialog Structure the entry Texts for Document Supplement.
7. On the Change View ‘Texts for Document Supplement’: Overview screen, enter the following information:
Print Operation
Purchasing Doc. Type
Text Object Text ID Print Sequence
Text Name
Print Title
1 UD EKKO F04 1
1 UD EKKO F05 2
1 UD EKKO F13 3
1 UD EKKO F14 4
2 UD EKKO F04 1
2 UD EKKO F05 2
2 UD EKKO F13 3
2 UD EKKO F14 4
8. Choose (double-click) in screen Dialog Structure the entry Headings.
9. On the Change View ‘Headings’: Overview screen, enter the following information:
Print Operation
Purchasing Doc. Type
Title Document Type
Heading for Doc. No.
1 UD Stock transport order PO number/date
2 UD Change to Stock transport order
PO number/date
3 UD Expediter relating to Stock transport order
PO number/date
7 UD Expediter re acknowledgment of
Stock transport order
PO number/date
10. Save your entries.
ResultTexts for purchase order messages are defined.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
4 Master Data
4.1 Creating Message Condition for PO Type UD
UseThe purpose of this activity is to create the message condition for the purchase order type UD.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Logistics Materials Management Purchasing Master Data Messages Purchase Order Create
Transaction code MN04
2. Enter the data required on the Create Output – Condition Records: Purchase Order screen. Enter the Output Type NEU. Choose Key Combination. In the dialog box, mark the option Purchase Purchasing Output Determination: Document Type and choose Enter.
3. Enter the data required on the Create Condition Records (Purchase Order): Fast Entry screen. Refer to the following shortcuts for details of the master data required:
Field name User action and values
Document Type UD
Vendor No Entry
Function DP
Medium 1
Date/Time 4
4. Choose Communication and enter the values shown below:
Field name User action and values
Output device Enter your output device, for example, LP01 (or LOCL or other printer)
Number of messages 1
Print immediately X
5. Save your settings.
ResultThe message condition is created for purchase order type UD.
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