STO Process

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English

Stock Transfer with

Delivery (134)

SAP AG

Dietmar-Hopp-Allee 16 69190 Walldorf

Germany

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Stock Transfer with Delivery

1 Purpose

Document

The purpose of this document is to describe the business process of Stock Transfer with Delivery. Target groups are warehouse clerks as well as buyers.

Scenario

The stock transfer process begins with a requirement to transfer material from one plant to another within the same company code. This request, in form of a stock transfer requisition, can be created in the procuring plant automatically by MRP or manually by a buyer.

Nevertheless, the process works without MRP, too. In that case the buyer creates the stock transport order directly.

There are no master data requirements 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.

A buyer validates the accuracy of the stock transfer purchase requisition and converts it into a stock transfer purchase order. Or, without MRP, the buyer creates the stock transfer purchase order directly.

A warehouse clerk at the issuing plant monitors the materials due to be shipped and creates deliveries as required. Once a delivery is created, a pick list is generated for the materials. A warehouse clerk gathers the materials and confirms the picked quantities. Once the delivery is complete, the delivery quantities are issued, appropriate documentation is generated, and the goods are shipped, ending the process for the issuing plant.

Goods are received at the receiving plant referencing the delivery number on the shipping documents. Inventory is received into a storage based on fixed parameters proposed from the material master which can be changed at time of transactional data capture i.e. purchase order creation or goods receipt.

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2 Prerequisites

2.1 Master Data and Organizational Data

SAP Best Practices Standard Values

A range of indispensable 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, as well as 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.

Operational Focus

SAP Best Practices delivers standard values for more than one operational focus area, such as Services, or Manufacturing. This means that you may find more than one master data table below. Use the master data that matches the operational focus of your company (Service, Manufacturing or Trading).

Additional Master Data (Default Values)

Some of the master data values may be labeled with a  diamond, which means that you can test the scenario using the indicated material. However, you can also use other existing materials that fulfill the same prerequisites:

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

Using Your Own Master Data

Note that you can also test the scenario with other material, or organizational data for which you have created master data. To find out how to create master data, refer to the Master Data Procedures documentation.

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

Manufacturing / Trading

Production Plant

Master data Value Other

mat.

Comments

Material TRADE11 (H11) PD planning, no Serial no.; no batch

Material TRADE12 (H12) Reorder point planning, no Serial no.; batch

Material TRADE20 (H20) Reorder point planning, Serial no.; no batch

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Master data Value Other mat.

Comments

Material TRADE21 (H21) Reorder point planning, no Serial no.; batch-Fifo

Material TRADE22 (H22) Reorder point planning, no Serial no.; batch-ExpDate

Material FIN (F126) PD planning, Serial no.; batch Plant 1: Plant_1 (for example

1000)

Plant 2: Plant_2 (for example 1100)

Storage location: Storage_Location_S hipping (for example 1030)

Purchasing org.: Purchasing_organiza tion_1 (for example 1000)

Purchasing group: Purchasing_group_1 (for example 100) Company Code: Company_Code_1

(for example 1000)

Make sure you take the material from the layer the process belongs to. You can only choose material from layer 2 if you have installed layer 2.

2.2 Preliminary Steps

You can check if Purchase Requisitions are available in the distribution plant (For example, 1100) in transaction MD04. If no Purchase Requisitions are available, you can do the following steps:

- In case of material planned by Reorder Point Planning:

MRP does not create Purchase Requisitions, if the available quantity is bigger than the reorder point. In this case, you can reduce the stock of that material with MIGO and movement type 562.

- In case of material planned by MRP type PD (MRP):

MRP does not create Purchase Requisitions, if the available quantity is bigger than the current requirements. You can create Planned Independent Requirements with MD61.

2.2.1 Optional: Creating Planned Independent Requirements

Use

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Procedure

1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics → Production → Production Planning → Demand Management → Planned Independent Requirements →

Create

Transaction code MD61

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

Business role Strategic Planner (SAP_BPR_STRATEGICPLANNER-S)

Business role menu Strategic Planning → Demand Management (DM) → Create Planned Independent Requirements

2. On the Create Planned Independent Requirements: Initial Screen, make the following entries:

Field name Description User action and values Comment

Material <material> For example, H11 Plant Plant_2(1100)

Version 00 This is the active Version, which is valid for actual planning

From One month in future

To Two month in future

Planning Period M

3. On the Plnd ind. Reqmts Create: Planning Table screen, enter in the field planned quantity the relevant quantity for the following month.

4. Save the entry.

5. Choose Back to return to SAP Easy Access screen.

Result

Planned Independent Requirements have been created.

2.2.2 Optional: Executing MRP Run for a Single Material

Use

This activity is performed, when you want to run an MRP-run for a single Material.

Procedure

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SAP ECC menu Logistics  Materials Management  Material

Requirements Planning (MRP)  MRP  Evaluations  Stock/Requirements List

Business role Production Planner

(SAP_BPR_PRODUCTIONPLANNER_EX-S)

Business role menu Production Planning → MRP → Stock/Requirements List – Indiviudal Display

2. On the Stock/Requirement List: Initial Screen, enter the material number and the Plant_2 (1100).

3. Choose Enter.

4. On the Stock/Requirement List as of XX Hrs screen, you need to assign a Navigation Profile.

5. Choose Settings  Settings  tab page general settings from the menu, enter in the field navigation profile the value SAPPPMRP00 (MRP controller) and select Save. After that, the Single-item, Multi-Level button is displayed in the screen.

NWBC: Choose More and choose Settings  Settings  tab page general settings. 6. Start the processing for an MRP run by choosing Single-item, Multi-Level. In the following

screen Single-item, Multi-Level the parameters have to be set as follows:

Processing key NETCH Create purchase requisition 1 Delivery schedules 3 Create MRP List 1 Planning mode 3 Scheduling 1

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7. After you have chosen Enter the system displays the message Please check input parameters. Confirm the message.

8. The system executes the MRP run for the material and displays a result list. Go back by choosing Back. In the Stock/Requirement List screen choose Refresh and you can see the created purchase requisitions.

Result

The purchase requisitions for the chosen material are generated.

2.2.3Creating Stock in Supplying Plant

To run through this scenario, the materials must be available in stock.

Use

The purpose of this activity is to post initial stock for materials, for example TRADE11 (H11). This step is obsolete if enough stock is available. You can check stock availability with transaction MMBE, material TRADE11 (H11), plant 1000, and storage location 1030.

Procedure

SAP ECC menu Logistics → Materials Management → Inventory Management

→ Goods Movement → Goods Movement (MIGO)

Transaction code MIGO

Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)

Business role menu Warehouse Management → Receiving

Select any line and choose Post Goods Receipt. → On the Goods Receipt Purchase Order screen choose Restart (F5). → On the Restart window choose Yes.

2. On the Create Purchase Order 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 the movement type 561 and choose Enter.

3. On the Material tab page, enter material number TRADE11 (H11). Select the Items OK checkbox.

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

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

7. If the material is handled in batches: Enter the date of production, for example current date; then choose Enter:

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

9. Choose Post.

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

Result

1. You have created stock for materials TRADE11 (H11). 2. Financial postings:

For Trade Materials:

Posting Key Account Description Amount (example) Currency

89 22111100 Trading Goods For example 1500 INR

91 L3110000 Invent. Own products For example 1500- INR

2.2.4Prerequisites for MRP and MRP-run

For this activity, run the 130: Procurement-to-Stock scenario, Preliminary Steps (step 2.1 to 2.5)

2.3 Roles

Use

The following roles must have been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Procedure 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.

Prerequisites

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

Business Role Details Activity Transaction

Production Planner SAP_BPR_PRODUCTIONPL ANNER_EX-S Stock/Requirements List MD04

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Warehouse Clerk SAP_BPR_WAREHOUSESP ECIALIST-S

Goods Receipt Initial Stock Posting Create Delivery Picking Confirmation Post Goods Issue Check Status of Stock Transfer MIGO VL10B VL02N VL02N MB5T

Buyer SAP_BPR_PURCHASER-S Create Purchase Order

Change Purchase Order

Assign Requisition and create Purchase Order ME21N ME22N ME57 Business Analyst Purchaser

SAP_BPR_PURCHASER-K Create Info Record ME11

Purchasing

Manager SAP_BPR_PURCHASER-E Release Contract ME35K

3 Process Overview Table

Create Stock Transport Order with MRP run Process step External

process reference

Business

condition Business role Trans-action code Expected results MRP run for single item MRP Planning

Daily MRP run Purchaser Buyer / MRP Planner MD04 Demand overview Create Stock Transport Order from Purchase Requisition MRP

Planning Demand for stock in receiving plant

Purchaser Buyer / MRP Planner

ME57 Stock transport order

Change Stock

Transport Order Procurement Complete stock transport order Purchaser Buyer / MRP Planner ME22N Completed stock transport order

Create Stock Transport Order directly Process step External

process reference

Business

condition Business role Trans-action code

Expected results

Create Stock

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Process step External process reference Business condition Business role Trans-action code Expected results

manually receiving plant MRP

Planner order

Continue with Process

Process step External process reference

Business

condition Business role Trans-action code

Expected results

Create Outbound Delivery for Stock Transport Order

Delivery due list shows action items

Warehouse

Clerk VL10B Delivery created

Pick Outbound

Delivery Sales Order Processing – Sale from Stock

Physical

picking is done Warehouse Clerk VL02N Delivery adjusted, picking done

Post Goods Issue

for Delivery Sales Order Processing – Sale from Stock

Closing

delivery Warehouse Clerk VL02N Delivery printouts

Check Status of

Stock Transfer Monitor stock status Purchaser Buyer / MRP Planner / Warehouse Clerk MB5T Stock overview Post Goods Receipt for Stock Transport Order Goods arrive at receiving plant Warehouse Clerk

MIGO Stock increased

4 Business Processes

4.1 Showing Stock / Requirements List

Use

In this step you can check, whether a purchase requisition is available.

Procedure

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SAP ECC menu Logistics → Production - Process → MRP → Evaluations →

Stock/Requirements list

Business role Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S)

Business role menu Production Planning → MRP → Stock/Requirements List – Individual Display

2. On the Stock/Requirements List: Initial Screen, enter material TRADE11 (H11) and plant 1100 and choose Enter.

3. Check whether in the Stock/Requirements list a purchase requisition is available.

4. Choose Back twice to return to SAP Easy Access screen.

Result

You can find the created purchase requisitions in the survey.

4.2 Process Stock Transport Requisition (with MRP)

Use

The purpose of this activity is to assign the created purchase requisition.

Procedure

SAP ECC menu Logistics → Materials Management → Purchasing → Purchasing Requisition → Follow on functions → Assign and Process

Transaction code ME57

Business role Buyer (SAP_BPR_PURCHASER-S)

Business role menu Purchasing → Purchase Requisitions → Assign and Process Purchase Requisitions

2. On the Assign and Process Purchase Requisitions screen, enter the following values:

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Purchasing group

(This is an optional field)

Item category U (to get only stock transfer requisitions) Assigned purchase requisitions X Partly ordered requisitions X Requisitions for overall release X Requisitions for item-wise release X

3. Choose Execute. On the Assign and Process Purchase Requisitions screen all requisitions for processing are listed.

If you want to check the content of some of the listed requisition you can select them and choose Details. To leave this screen, choose Back (F3).

4. Select the purchase requisition, which you viewed and choose Assignments Overview.

5. On the Assign and Process Requisitions: Overview of Assignments screen, select the line with the supplying plant and choose Process Assignment.

6. On the pop-up Process Assignment: Create PO with some default values appears. Check and maintain the entries as follows:

Field name Description User action and values Comments

Order type UD (stock transp.order) UD = PO order with delivery Purchase order

date xx.xx.xxxx Should be day of current day

Purchase group xxx Maintain one valid purchase group Purchase

organization

1000 Choose the valid

purchase organization

7. Choose Process Assignment.

8. The Create Purchase Order screen appears. Select the requisition(s) in the document overview, which you want to proceed and choose Adopt.

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9. Check all the values in the PO. Add text if necessary. Make sure that the right PO type for stock transport is used.

10. Choose Save. Note down the stock transport order number for further processing:___________

11. Choose Exit to return to SAP Easy Access screen.

Result

The system generates a stock transfer purchase order.

4.3 Changing Stock Transport Purchase Order (with

MRP)

Use

This activity is performed when changes within the stock transfer purchase order have to be made.

Procedure

SAP ECC menu Logistics → Materials Management → Purchasing → Purchase Order → Change

Transaction code ME22N

Business role menu Purchasing → Purchase Orders → Change Purchase Order 2. On the Change Purchase Order screen, change to the desired purchase order.

To select desired purchase order, select one of the following options: - Choose Other purch. Order.

- Search for purchase orders in document overview, double-click the desired purchase order, and choose Display/Change to change, if necessary.

3. Open header details or items details. Choose the Texts tab page. Select the type of text to be entered, and enter text.

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4. Enter appropriate storage locations. Refer to the following table as an example of appropriate storage locations or use your own personalized storage locations.

Material Storage location

TRADE11 (H11) Storage_Location_Shipping (1130)

5. Choose Save.

Result

The purchase order has been changed.

4.4 Creating Stock Transport Order (without MRP)

Use

This activity creates the stock transport orders manually.

Procedure

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

Transaction code ME21N

Business role menu Purchasing → Purchase Orders → Create Purchase Order 2. On the Create Purchase Order screen, make the following entries:

Order type UD Order type ‘UD’

Note: If in the dropdown menu the entry

StockTranspOrderDel does not appear but two entries appear named StockTranspOrder choose the second one. Supplying plant Plant_1 (1000) Production Plant Org. data tab page

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Field name Description User action and values Comment Purchasing org. Purchasing_org_1 (1000) Purchasing Org. Purchasing group 100 Purchasing group 200 Company Code Company_Code_1 (1000)

Expand "Item overview"

Material TRADE11 (H11)

Order quantity 100 Or any other value Delivery date Any, in future

Plant Plant_2 (1100) Distribution Center Storage

location Storage_Location_Shipping (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)

3. Choose Save.

Result

The system creates the stock transport order. Note down the stock transport order number for further processing: _____________________________.

4.5 Delivery Due List for Purchase Orders

Use

This activity creates the deliveries for the stock transport orders.

Procedure

SAP ECC menu Logistics → Logistics Execution → Outbound Process → Goods issue for Outbound Delivery → Outbound Delivery → Create →

Collective Processing of Documents Due for Delivery →

Purchase Orders

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Business role menu Warehouse Management → Shipping → Purchase Orders Due for Delivery

2. On the Purchase Orders, Fast Display Initial Screen, enter the following:

Shipping Point Shipping_Point_1 (1000) (this field is optional) Delivery Creation

Date Today’s date at minimum

CalcRuleDefltDlv CrDt

3

3. Choose the Purchase orders tab page.

4. Enter a purchasing document, for example from earlier section. 5. Choose Execute.

6. Select the purchase orders from the list, which you want to precede. Choose Create delivery in background.

If the storage location is active for Lean Warehouse Management, a picking document should be printed automatically.

7. A system message will be created “See log for information about creating deliveries”. Choose Show/hide Deliveries (Shift+F8). Note down the delivery number for further processing: _____________________________.

Result

The deliveries have been created.

4.6 Picking Confirmation

Use

This activity confirms the picked quantity. Batch determination is performed automatically based on the system settings in business configuration; picking confirmation is then also confirmed automatically.

Procedure

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issue for Outbound Delivery → Outbound Delivery → Change →

Single Document

Transaction code VL02N

Business role menu Warehouse Management → Shipping

Choose tab index All Deliveries (X), select your Delivery and choose Change.

2. On the Change Outbound Delivery screen, enter the delivery document number from the earlier section and choose Enter. (Not necessary for NetWeaver Business Client.)

3. On the IntPlant Stock Dely XXX Change: Overview screen, choose the Picking tab page and make the following entries:

Field name Description User action and values Comment Delivery

quantity

The delivery quantity is overtaken from the purchase order document

Pick quantity Enter the pick quantity, for

example 100 Same quantity as in stock transport purchase order Batch

(if material is handled in batches)

Enter batch Unrestricted-use batch within the supplying plant Plant_1 (1000) has to be entered manually.

Can be determined using the transaction MMBE or using the F4 help.

Storage location

Storage_Location_Shi pping (1030)

4. If the material is serialized: On the Change Outbound Delivery / Item overview screen, choose Extras → serial numbers. Enter serial numbers as requested. If necessary, choose Select serial numbers (F6) to select existing serial numbers.

5. Choose Save.

6. Choose Back to return to SAP Easy Access.

Result

The components are shipped to the receiving plant. Use the log to obtain the delivery and transfer order number.

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4.7 Posting Goods Issue

Use

This activity performs the goods issue for the outbound delivery.

Procedure

SAP ECC menu Logistics → Logistics Execution → Outbound Process → Goods issue for Outbound Delivery → Outbound Delivery → Change →

Single Document

Transaction code VL02N

Business role menu Warehouse Management → Shipping

Choose tab index All Deliveries (X), select your Delivery and choose Change.

2. On the Change Outbound Delivery screen, enter the delivery number and choose Enter. (Not necessary for NetWeaver Business Client.)

3. On the IntPlant Stock Dely XXX Change: Overview screen, select the item, which you want to post, and then choose Post Goods Issue..

Two documents should be printed after the goods issue is posted: delivery note and bill of lading.

Result

The stock is removed from the unrestricted stock and put into stock-in-transit status.

4.8 Checking Status of Stock Transfer

Use

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Procedure

SAP ECC menu Logistics → Materials Management → Inventory Management →

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:

Material Number TRADE11 (H11) Material number of the material from the stock transfer order

Receiving Plant Plant_2 (1100) Distribution Center Issuing Plant Plant_1 (1000) Production Plant Stock Transfer

Orders Indicator set Set the flag for ‘Stock Transfer Orders’

3. Choose Execute. On the Display Stock in Transit screen, you get an overview of the material and of the stock transfer orders, which are currently in transit. This concerns all the material that has left the supplying plant and has not yet reached the receiving plant

Result

The materials you issued are in stock in transit status.

4.9 Creating Billing Document

Use

Billing Document is created to send a Commercial Invoice to the customer. It will also update the corresponding G/L Accounts.

Prerequisites

Goods issue should be posted for the delivery document.

Procedure

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Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics → Sales and distribution → Billing → Billing document → Create

Transaction code VF01

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

Business role SAP_AIO_SALESPERSON-S (Customer Service)

Business role menu Accounts Receivable → Billing → Create Billing Document 2. On the Create Billing Document screen, make the following entries:

Billing Type Pull down and choose the Billing Document type : Excise Invoice India(JEX) Billing Date

Serv.rendered Pricing date

Document Enter the Delivery

document number created in chapter 3

Delivery document number

3. Choose Enter.

4. On the Excise Invoice India ( JEX) Create : Overview of Billing items screen, make the following entries:

Excise Invoice India

Defaulted

Payer Defaulted

Billing date Defaulted

Net Value Defaulted

Item Defaulted

Description Defaulted

Invoiced Quantity

Defaulted

Sales Unit Defaulted

Net value Defaulted

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Cost Defaulted

5. Choose the item and choose Item Pricing Condition.

6. On the Excise Invoice India ( JEX) Create : Item Data screen, choose the Conditions tab to check the following entries:

CnTy P101 Name Defaulted Amount Defaulted Crcy Defaulted Per Defaulted UoM Defaulted Condition Value Defaulted

Check the correctness of Excise duty and Taxes Choose Enter Icon

7. Choose Save.

Result

The billing document is created.

4.10 Creating Excise Invoice

Use

Excise Invoice is a legal document to be submitted to the Excise Authorities.

Prerequisites

• Post Goods Issue should be completed for the delivery.

• Billing document created.

Procedure

SAP ECC menu SAP User menu → Indirect Taxes → Sales / Outbound Movements → Excise Invoice → For Sales Order →

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Transaction code J1IIN

Business role SAP_BPR_IN_EXCISECLERK

Business role menu CIN → Excise Transactions → Outgoing Excise invoice create/change/display

2. On the Create Excise Invoice for Factory Sale screen, choose Create Billing and then make the following entries:

Billing Document Document with reference to which Excise Invoice is to be made

Enter the Billing document number created in chapter no.5

Billing document

Posting Date The date on which Excise posting is to be made

Enter Today’s Date

3. Choose Enter.

4. On the Create Excise Invoice for Factory Sale screen, make the following entries:

Excise Group 21 Series Group 10

Excise Duty will be utilized periodically.

5. Choose Save.

Result

System will give a message Excise Invoice generated: Modvat database updated.

4.11 Printing Excise Invoice

Use

Excise Document is a legal document, which will be sent to the customer together with the goods.

Prerequisites

Condition record for Output

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1. On the Change Billing Document screen, enter the billing document created before.

2. Choose Enter.

3. Choose from the menu Goto → Header → Output.

4. On the Excise invoice India XXX (JEX) Change: Output screen, enter J1I0 in the field of Output Type, select Print Output from the medium drop list and enter BP in the field of Partner Functions.

5. Choose Save.

6. On the Excise invoice India XXX (JEX) Change: Output screen, enter LOCL in the field of Logical destination.

7. Select the checkbox of Print Immediately. 8. Choose back and Save.

Procedure

SAP ECC menu SAP User menu → Indirect Taxes → Sales / Outbound Movements → Excise Invoice → For Sales Order → Print

Transaction code J1IP

Business role SAP_BPR_IN_EXCISECLERK

Business role menu CIN → Excise Transactions → Excise invoice print 2. On the Printout of Excise Invoices screen, make the following entries:

Excise Invoice Enter the Excise Invoice number created in chapter no.5 (To get this go to Transaction Code: J1I7. in the screen give the values as follows: Excise group: 10, choose Radio Button Part 1 and 2 posted and execute. The resulting screen will give you the Excise Invoice number against the Invoice number, which you have created)

Excise Year current Excise year Excise Invoice

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Series Group 10 Plant

Output Type J1I0 Printer

Include Printed Excise Invoice

Choose on the Execute Icon or Press F8

In the resulting screen, choose the Excise invoice and choose on Printer Icon

3. Choose Execute.

4. On the Printout of Excise Invoices screen, choose the created excise invoice and choose Print.

Result

Excise Invoice 1XXXXXXXXX Printed.

4.12 Receipt of Transferred Materials

Use

Goods are received from the supplying plant as a result of a Stock Transport Order at the

receiving plant. A goods movement is entered into the system referencing this STO and a goods receipt material document is posted.

Prerequisites

Stock Transport Order

Procedure

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

Option 1: SAP Graphical User Interface (SAP GUI)

SAP ECC menu Logistics → Materials Management → Inventory Management →

Goods Movement → Goods Receipt for Purchase Order

Transaction code MIGO

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Business role menu Warehouse Management → Receiving → Other Goods Movement 2. On the Goods Receipt Purchase Order screen, make the following entries:

Goods

Receipt Goods Receipt Choose from dropdown list for action Outbound

Delivery Outbound Delivery

Enter the Outbound Delivery number created earlier Movement

Type 101 Default

Choose Enter Document

Date

Document Date Enter document date

Delivery Note in Header Delivery note Number Supplying

plant Supplying plant Defaulted from Outbound Delivery Grayed out Posting Date Posting date Enter posting date

Bill of lading Bill of lading Enter bill of lading Header text Header text Enter header text

Close Header Detail data to enlarge the Detail data. Choose Material tab at Detailed Data.

Material Material tab Defaulted from stock

transport order Grayed out

Choose Quantity tab in Detail data. Qty in unit of

entry

Quantity in unit of entry Enter the quantity you have received from supplying plant Qty in delivery

note Quantity in delivery note Enter the quantity as per Invoice / delivery

Choose Where tab in Detail data. Movement

type Movement type Defaulted from header screen Stock type Stock type Defaulted from material

master

(29)

Delivery 1100 Storage

location Storage location Defaulted from Stock Transport Order if entered 1130

Goods

Recipient Goods Recipient Enter the name of person who received goods Unloading

point

Unloading point

Text Text Enter the text if required

Choose Purchase Order tab in Detail data. Purchase

Order Purchase Order Defaulted from header data Grayed out Del.

completed ind.

Delivery completion

indicator Defaulted by system if PO Qty = GR Qty

Choose Partner tab in Detail data.

Vendor Vendor name Greyed out

Choose Batch tab in Detail data.

This tab will come only if material is managed in batches.

Proceed with the following steps if material is batch managed only. Batch Batch number Enter batch number if

externally maintained by you or system will allocate batch number

B1

Vendor batch Vendor batch Enter incoming batch number for reference

Choose Classification pushbutton, system will take to new screen Classification.

Enter the production date against field Char: production date and press Next screen (F8) icon to continue.

3. Choose the checkbox Item OK, after entering all the data.

System will issue the following error message: Enter Excise Invoice number and Excise Invoice Date

(30)

Close the error message and proceed further.

4. On the Excise Invoice tab at Header Data make the following entries.

Create

RG23D Entry Create RG23D Entry on Excise Action Choose Create RG23D Entry from dropdown list Defaulted Excise Group Excise Group Defaulted by the system

Excise Invoice Excise invoice Enter the Excise Invoice number created in chapter no. 6

Enter Correct invoice Number , other value will flow

Excise Inv.

Date Excise Invoice Date Enter the excise invoice date BED Basic Excise Duty Defaulted from Outbound

Delivery Greyed out

ECESS Education Cess Defaulted from Outbound

Delivery Greyed out

Close Header Detail data to enlarge the Detail data. Choose Excise Item tab at Detailed Data (at the last).

Chapter ID Chapter ID of material Defaulted by the system No action required

EI Quantity Excise Invoice Quantity Defaulted by the system from Goods Receipt quantity Base Value Base value of material Defaulted by the system BED Basic Excise Duty Defaulted by the system ECESS Education Cess Defaulted from System

All other information is defaulted by the system. Hence, no action required by the user.

5. Choose Check at the top of screen.

Tip: If a warning message appears, which states that Document flow for delivery cannot be updated you can ignore this message.

6. Choose Post push button to post the document.

Result

Material document posted

Example

(31)

Material document 50000000XX posted.

5 Appendix

5.1 Reversal of Process Steps

MRP run

Transaction code ( SAP GUI) MD04

Reversal: Run MRP again

Transaction code ( SAP GUI) MD04

Business role Production Planner

(SAP_BPR_PRODUCTIONPLANNER_EX-S)

Business role menu Production Planning → MRP → Stock/Requirements List – Individual Display

Comment Either run the complete MRP again or only for the

selected material

Create Stock Transport Order from Purchase Requisition Transaction code ( SAP GUI) ME57

Reversal: Change Purchase requisition

Transaction code ( SAP GUI) ME52N

Business role Employee (Professional User)

(SAP_BPR_EMPLOYEE-S)

Business role menu Purchasing → Purchase Requisitions → Change Purchase Requisitions

Comment Set deletion flag for purchase requisition item line

Change Stock Transport Order

Reversal: Change Stock Transport Order

Business role menu Purchasing → Purchase Orders → Change Purchase Order

Comment Go to the header, choose the item(s) and choose delete.

(32)

Create Stock Transport Order manually Transaction code ( SAP GUI) ME21N

Reversal: Change Stock Transport Order

Business role menu Purchasing → Purchase Orders → Change Purchase Order

Comment Go to the header, choose the item(s) and choose delete.

Save the purchase order.

Create Outbound Delivery for Stock Transport Order Transaction code ( SAP GUI) VL10B

Reversal: Change delivery

Transaction code ( SAP GUI) VL02N

Business role Warehouse Clerk

(SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management → Shipping

Comment Delete delivery

Pick Outbound Delivery

Reversal: Change delivery

Business role Warehouse Clerk

(SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management → Shipping

Comment Adapt quantities

Post Goods Issue for Stock Transfer Order Transaction code ( SAP GUI) _MIGO

Reversal: Cancel material document

Transaction code ( SAP GUI) MBST

(33)

Check Status of Stock Transfer

Transaction code ( SAP GUI) MB5T

Reversal:

-none-Transaction code ( SAP GUI)

-none-Business role

-none-Business role menu

-none-Comment

-none-Post Goods Receipt for Stock Transport Order Transaction code ( SAP GUI) MIGO

Reversal: Cancel material document

Transaction code ( SAP GUI) MBST

Comment Use material document number

5.2 SAP ERP Reports

Use

The 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 BPP 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

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.

Outbound delivery Monitor VL06O Monitor for collective processing of deliveries and for obtaining information

(34)

Report title Transaction code Comment

on general shipping processing. Execute Report KE30 A report concerning Plan/Actual

Activities.

5.3 Used Forms

Use

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

5.3.1Procurement

Common form

name Form type Used in process step Output type Technical name Purchase Order Smart

Form Step 4

NEU /SMBA0/AA_MMPO

5.3.2Goods Movements

Common form

name Form type Used in process step Output type Technical name Goods Receipt

(individual slip)

SmartForm Step 4 WE01 ZAA_MMGR1

Goods Receipt (individual slip with inspection text)

SmartForm Step 4 WE02 ZAA_MMGR2

Goods Receipt

(collective slip) SmartForm Step 4 WE03 ZAA_MMGR3

Goods Issue (individual slip)

SmartForm Step 4 WA01 ZAA_MMGI1

Goods Issue (individual slip with inspection text)

SmartForm Step 4 WA02 ZAA_MMGI2

Goods Issue

(collective slip) SmartForm Step 4 WA03 ZAA_MMGI3

5.3.3Delivery

Common form

(35)

Delivery Note SmartForm Step 4 LD00 /SMBA0/AA_SDDLN Bill of Lading

(without transportation)

SmartForm Step 4 ZBL1 /SMBA0/AA_SDBLD

Optional: Picking

document SmartForm Step 4 -none- LVSTAEINZEL

5.4 Frequently Asked Questions

Questions Answers

Can I add special instructions to the purchase

order? Yes.

Is it possible to use bar code output for the

warehouse? Yes.

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.

STO Process

English

Stock Transfer with

Delivery (134)

Copyright

Icons

Typographic Conventions

Contents

Stock Transfer with Delivery

1 Purpose

Document

Scenario

2 Prerequisites

2.1 Master Data and Organizational Data

Manufacturing / Trading

2.2 Preliminary Steps

2.2.1

Optional: Creating Planned Independent Requirements

Use

Procedure

Result

2.2.2

Optional: Executing MRP Run for a Single Material

Use

Procedure

Result

2.2.3Creating Stock in Supplying Plant

Use

Procedure

Result

2.2.4Prerequisites for MRP and MRP-run

2.3 Roles

Use

Prerequisites

3 Process Overview Table

4 Business Processes

4.1 Showing Stock / Requirements List

Use

Procedure

Result

4.2 Process Stock Transport Requisition (with MRP)

Use

Procedure

Result

4.3 Changing Stock Transport Purchase Order (with

MRP)

Use

Procedure

Result

4.4 Creating Stock Transport Order (without MRP)

Use

Procedure

Result

4.5 Delivery Due List for Purchase Orders

Use

Procedure

Result

4.6 Picking Confirmation

Use

Procedure

Result

4.7 Posting Goods Issue

Use

Procedure

Result

4.8 Checking Status of Stock Transfer

Use

Procedure

Result

4.9 Creating Billing Document

Use

Prerequisites

Procedure

Result

4.10

Creating Excise Invoice

Use

Prerequisites

Procedure

Result