Effects on Customizing
Exercise 7: Cross Docking with Transfer Requirements
Exercise Objectives
After completing this exercise, you will be able to:
• Perform cross docking with transfer requirements.
Business Example
You need to understand how the Cross Docking process works with Transfer requirements
Task:
Create an inbound and outbound transfer requirement and then process the two of them together using cross docking functionality.
1. Using the material P-104 as template, create a new material P-104-##.
The Industry Sector is M - Mechanical Engineering, the Material Type is FERT - Finished Products.
Create the following views: Basic Data 1, Purchasing, Warehouse Management 1, Warehouse Management 2, Accounting 1; all for Plant 3000and Warehouse No. 301.
2. Create a goods receipt without reference using movement type 501 and the following data:
Plant: 3000 Storage Location: 0301
Material: P-104–## Quantity: 2 EA
3. Perform a goods issue to cost centre, using movement type 201, for two pieces of material P-104-## from plant 3000 and storage location 0301.
Use cost centre 1000.
4. To make sure that you only create a cross docking decision for your own transfer requirements, you need to find their numbers by entering the material documents created in the previous steps.
5. Now you need to access the Cross Dock monitor, in warehouse 301, to match together the two transfer requirement numbers and create a cross docking decision.
Continued on next page
6. Now that the two transfer requirements have been linked, the transfer orders can be processed. Create the transfer order for the inbound transfer requirement in the foreground and check to see if the stock goes to the cross dock storage type. Confirm the Transfer order.
7. Confirm the Transfer order.
8. Now process the Transfer requirement for the goods issue. Process the transaction in the foreground to ensure that the stock is taken from the cross dock storage location.
9. Confirm the Transfer order.
Solution 7: Cross Docking with Transfer Requirements
Task:
Create an inbound and outbound transfer requirement and then process the two of them together using cross docking functionality.
1. Using the material P-104 as template, create a new material P-104-##.
The Industry Sector is M - Mechanical Engineering, the Material Type is FERT - Finished Products.
Create the following views: Basic Data 1, Purchasing, Warehouse Management 1, Warehouse Management 2, Accounting 1; all for Plant 3000and Warehouse No. 301.
a) From the application menu, choose Logistics → Logistics Execution → Master Data → Material → Material → Create → Immediately.
b) Enter the Material: P104–##. Select the Industry Sector: M Mechanical Engineering, and the Material Type: FERT -Finished Products.
c) In the Copy from... section enter the Material P-104 and select Enter.
Make sure that “Create views selected” is activated and select Continue .
e) Enter the organizational levels. The Plant for the new product as well as for the template is 3000, the Warehouse No. is 301. Select Continue .
f) Press Enter to go through the different views and confirm the final pop-up at the last data screen with Yes.
2. Create a goods receipt without reference using movement type 501 and the following data:
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Plant: 3000 Storage Location: 0301
Material: P-104–## Quantity: 2 EA
a) From the application menu, choose Logistics → Logistics Execution → Inbound Process → Goods Receipt for Purchase Order, Order, Other Transactions → Goods Receipt for Other Activities. Transaction code MB1C.
b) Enter Movement type 501, plant 3000 and Storage location 0301.
Press enter.
c) Enter the material P-104–## and a quantity of 2 EA.
d) Save the transaction.
e) Do not create the transfer order for the material document.
Material Document Number:
____________________________________
3. Perform a goods issue to cost centre, using movement type 201, for two pieces of material P-104-## from plant 3000 and storage location 0301.
Use cost centre 1000.
a) From the application menu, choose Logistics → Logistics Execution
→ Outbound Process → Goods Issue for Other Transactions → Enter Goods Issue. Transaction code MB1A.
b) Enter movement type 201, plant 3000 and storage location 0301.
c) Enter material P-104-##, a quantity of 2 EA and cost centre 1000.
d) Save the transaction.
e) Do not create the transfer order for the material document.
Material Document Number:
____________________________________
4. To make sure that you only create a cross docking decision for your own transfer requirements, you need to find their numbers by entering the material documents created in the previous steps.
a) From the application menu, choose Logistics → Logistics Execution → Internal Warehouse Processes → Transfer Requirement → Display → For Material Document. Transaction LB12.
b) Enter the two material document numbers to find the two transfer requirement numbers you created in the previous steps.
Inbound TR No.: _______________________
Outbound TR No.: ______________________
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5. Now you need to access the Cross Dock monitor, in warehouse 301, to match together the two transfer requirement numbers and create a cross docking decision.
a) From the application menu, choose Logistics → Logistics Execution → Cross-Docking → Cross-Docking Monitor. Transaction LXDCK.
b) Enter warehouse 301.
c) On the Inbound TR tab, enter your inbound TR number in the Reference Document field.
d) On the Outbound TR tab, enter your outbound TR number in the Reference Document field.
e) Make sure that you enter only your transfer requirement numbers.
f) You will see the two transfer requirements in the Inbound and outbound TR’s section. Choose the TR which is in the main part of the screen and press Plan.
g) Select the two documents and choose Add to Plan (F8).
h) Save the decision and return to the Monitor.
i) Drag and drop one of your transfer requirements onto the ‘Decision’
sub tree. You will be able to see the decision number.
Decision number: ______________________
6. Now that the two transfer requirements have been linked, the transfer orders can be processed. Create the transfer order for the inbound transfer requirement in the foreground and check to see if the stock goes to the cross dock storage type. Confirm the Transfer order.
a) From the application menu, choose Logistics → Logistics Execution → Internal Warehouse Processes → Transfer Requirement → Display → For Material Document. Transaction LB12.
b) Enter the inbound material document number.
c) Press enter.
d) Process the TO in the foreground.
e) Make sure the stock is moved to the cross dock storage type XCD.
f) Save the transfer order.
Transfer Order number: _____________________
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7. Confirm the Transfer order.
a) From the application menu, choose Logistics → Logistics Execution → Internal Warehouse Processes → Stock Transfer → Confirm Transfer Order → Single Document → In One Step. Transaction LT12.
b) Your transfer order should have defaulted in.
c) Press enter.
d) Save to confirm the transfer order.
8. Now process the Transfer requirement for the goods issue. Process the transaction in the foreground to ensure that the stock is taken from the cross dock storage location.
a) From the application menu, choose Logistics → Logistics Execution → Internal Warehouse Processes → Transfer Requirement → Display → For Material Document. Transaction LB12.
b) Enter the outbound material document number.
c) Press enter.
d) Process the TO in the foreground.
e) Check that the stock is taken from the cross dock storage type XCD.
9. Confirm the Transfer order.
a) From the application menu, choose Logistics → ogistics Execution → nternal Warehouse Processes → Stock Transfer → Confirm Transfer Order → Single Document → In One Step. Transaction LT12.
b) Press enter.
c) Your second transfer order should have defaulted in. Check that it has and confirm.