Module Objectives
• Upon completing this module, you will be able to:
– Understand the process of Stock transfer & transfer
posting.
– Understand the differences of Stock transfer and
Transfer Posting process
– Differences between one step & two step process
– Understand the different types of stock transfer
processes.
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Agenda
• Introduction of Stock transfer/ transfer posting
process
• Overview of stock transfer/ Transfer Posting
processes
• Demo
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Introduction to Stock transfer/ transfer
posting process
Various types of stock types: There are three types of stock in Inventory
Management. Each of these stock types indicates whether the material
concerned can currently be used.
• Unrestricted-use stock
• Quality inspection stock
• Blocked stock
When Batch Management is active, a further stock type is supported: restricteduse stock
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Introduction to Stock transfer/ transfer
posting process
• A transfer posting usually refers to a change in a material’s stock (for example,
release from quality inspection, accepting consignment material). In a transfer
posting, the material can remain in its original storage bin or be transferred.
• Stock transfers can occur either within one plant or between two plants or
company codes.
• Stock transfers and transfer postings are used to represent organizationalrelevant transfers within the company (for example, decentralized storage).
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Difference between a stock transfer and a
transfer posting
Stock Transfer
Transfer posting
It signifies Physical movement of goods
form one place to other.
It signifies transfer of goods from one
stock type to other
Involves physical movement of goods
from one location to other
No physical movement of goods
It involves stock quantity and value
update
It involves stock quantity update
Example : Movement of material from
one plant to other or one company to
other
Example : Transfer of material form
unrestricted stock to quality or from
quality to block stock etc.
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Agenda
• Introduction of Stock transfer/ transfer posting
process
• Overview of stock transfer/ Transfer Posting
processes
• Demo
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Overview of Stock transfer/ transfer posting
processes
• Levels for Stock Transfers: In a company, goods movements do not only
occur in the form of goods receipts and goods issues.
• Depending on the organization of the company (for example, decentralized
storage) and its sales policy, internal stock transfers might also be necessary.
Stock transfers can occur at three different levels:
· Stock transfer from company code to company code
· Stock transfer from plant to plant
· Stock transfer from storage location to storage location (in the plant)
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Overview of Stock transfer/ transfer posting
processes
Stock Transfer from Company Code to Company Code
A stock transfer from company code to company code corresponds to a stock
transfer from plant to plant, with both plants belonging to different company
codes.
Stock Transfer from Plant to Plant
A stock transfer from plant to plant not only leads to a change in stock quantity in
both plants; if both plants are assigned to different valuation areas, an
accounting document is also created.
This type of stock transfer can only be carried out from unrestricted-use stock of
the issuing plant to unrestricted-use stock of the receiving plant.
Stock transfers from plant to plant are relevant for Material Planning, since
Materials Planning operates at plant level.
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Overview of Stock transfer/ transfer posting
processes
Stock Transfer from Storage Location to Storage Location (in the Plant)
• A stock transfer from storage location to storage location in the same plant
simply causes an update of the stock quantities in both storage locations.
• The stock value remains unchanged, and the event is not relevant for
accounting.
• A stock transfer from storage location to storage location is possible for all
stock types.
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Overview of Stock transfer/ transfer posting
processes
Stock Transfer Procedures
There are three different procedures for carrying out a stock transfer:
· Stock transfer via stock transfer posting using the one-step procedure
· Stock transfer via stock transfer posting using the two-step procedure
· Stock transfer using a stock transport order
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Overview of Stock transfer/ transfer posting
processes
One-Step Procedure Versus Two-Step Procedure
• Both stock transfers and transfer postings consist of a ‘Goods Issue’ from an
issuing point and a ‘Goods Receipt’ at a receiving point. You can post a stock
transfer from storage location to storage location or from plant to plant either
in one step or in two steps.
• The advantage of the one-step procedure is that you enter a single
transaction in the system.
• The two-step procedure, on the other hand, allows you to monitor the stocks
in transit. After the goods issue is posted at the issuing point, the stock
appears ‘In stock transfer’ at the receiving point and is managed as such in
the system.
• The two-step procedure is also required if users have authorizations only for
their own plants.
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Overview of Stock transfer/ transfer posting
processes
Material Documents for Stock Transfers
One-Step Procedure
• During a one-step stock transfer, the system creates two material document
items for every item you enter:
· An item for the removal from storage at the issuing point
· An item for placement into storage at the receiving point
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Overview of Stock transfer/ transfer posting
processes
Two-Step Procedure
During a two-step stock transfer, the system creates two material documents:
• Upon the removal from storage at the issuing point, the system creates a
material document. For every item you enter, two material document items
are created, namely:
• An item for the removal from storage at the issuing point
• An item for the placement into stock in transfer at the receiving point
• Upon placement into storage at the receiving point, the system again creates
a material document.
• For every item you enter, only one material document item is created,
because the quantity is only transferred from stock in transfer into
unrestricted-use stock at the receiving point.
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Overview of Stock transfer/ transfer posting
processes
Stock Transfer Procedure Without a Stock Transport Order
In the stock transfer procedures described below, only Inventory Management
(MM-IM) is involved.
The following table explains the characteristics of stock transfer procedures
without a stock transport order:
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Stock Transfers From Storage Location to
Storage Location
Use
A stock transfer from storage location to storage location takes place within a
plant.
It is usually posted without value, since the transferred material is managed in
the same plant and therefore has the same valuation data as before.
If the material is subject to split valuation, and the valuation type of the material
changes due to the stock transfer, the system also creates an accounting
document during the stock transfer.
Activities
You can enter this stock transfer using either the one-step procedure or the twostep procedure, whereby you can only plan the one-step procedure with a
reservation.
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Stock Transfer From Plant to Plant
A stock transfer from plant to plant generally takes place within a company code.
It can, however, also take place between two company codes, if the plants are
assigned to different valuation areas, which belong to different company codes.
Unlike a stock transfer from storage location to storage location, a stock transfer
from plant to plant affects both accounting and Materials Planning, as follows:
Accounting
Accounting is affected if both plants are assigned to different valuation areas.
This means that a stock transfer leads not only to a quantity update but also to a
value update (stock value, G/L accounts). Thus, parallel to the material
document for stock transfer, an accounting document is created.
Materials Planning
Materials Planning is affected because a change of plant stock is taken into
account by Materials Planning.
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Stock Transfer From Plant to Plant
You can enter this stock transfer using either the one-step procedure or the twostep procedure, whereby only the one-step procedure can be planned with a
reservation.
You can only post a plant-to-plant stock transfer in one step if you have the
relevant authorization in both plants.
For split-valuated materials, a plant-to-plant stock transfer in two steps is not
possible for technical reasons. In this case, you have to enter the stock transfer
using either the one-step procedure or a stock transfer order.
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Stock Transfer from Company Code to
Company Code
You post a stock transfer from company code to company code the same way as
you post a Stock Transfer from Plant to Plant, except that both plants belong to
different company codes.
You can enter this stock transfer using the one-step or the two-step procedure.
During the stock transfer, two accounting documents are created in addition to
the material document:
An accounting document for the removal from storage at the issuing company
code
An accounting document for the placement into storage at the receiving
company code.
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Stock Transfer from Company Code to
Company Code
The stock posting is offset against a company code clearing account. To display
the value of the cross-company-code stock in transit with a report, choose
Environment → Stock → Stock in transit Cc.
Stock transfers from company code to company code can be carried out using
stock transport orders.
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Transfer Postings From Material to Material
• If a material changes over time in such a way that it no longer corresponds to
the features defined in the material master record, but to the features of a
different material number, you have to carry out a transfer posting from
material to material.
• This is often the case in the chemical and pharmaceuticals industry, for
example.
• Such a transfer posting is always carried out in one step and without advance
planning.
• The posting can only be carried out from the unrestricted-use stock of the
issuing material into the unrestricted-use stock of the receiving material.
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Transfer Postings From Material to Material
Pre-requisites:
• A material master record must already exist for the receiving material.
• Both materials must be kept in the same base unit of measure. The basis for
all conversions on posting is always the base unit of measure.
Procedure
1. Choose Goods Movement → Transfer Posting.
2. Enter the data on the initial screen:
a. Enter the header data.
b. Select the movement type Transfer Posting → Material to Material.
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Transfer Postings From Material to Material
3. Maintain the data on the collective entry screen:
a. Enter the number of the receiving material. Enter a plant and a storage
location only if you simultaneously want to post the stock to another plant or
storage location. If the receiving material is handled in batches, the system
prompts you to enter a batch.
b. Enter the items. For each item, you can still change the plant and the issuing
storage location.
4. Check the data on the overview screen and post the document.
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Transfer Postings From Material to Material
Result
A transfer posting from material to material results in the transferred quantity
being managed under another material number.
The transferred quantity is deducted from unrestricted-use stock of the issuing
material and posted into unrestricted-use stock of the receiving material.
For every item you enter, two material document items are created:
• An item for the issuing material
• An item for the receiving material
Parallel to the material document, an accounting document is created. The
issuing material master record determines the value of the transfer posting.
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Entering a Transfer Posting From Stock to
Stock
Procedure
Select Goods movement  Transfer posting. Enter the data on the initial
screen:
1. Enter the header data.
2. Select the movement type Transfer posting  Stock to stock or Reverse tfr.
posting  Stock to stock plus the required stock types.
Maintain the data on the collective entry screen:
1. Only enter a receiving storage location if the material should be stored in
another storage location.
2. Enter the items.
Check the data on the overview screen and post the document.
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Entering a Transfer Posting From Stock to
Stock
Below are some of the commonly used movement types for Stock transfer/
transfer postings
Movement Type Description
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Transfer posting plant to plant in one step
303
Transfer posting plant to plant in two steps - removal from storage
305
Transfer posting plant to plant in two steps - placement in storage
309
Transfer posting material to material
321
Transfer posting stock in quality inspection - unrestricted-use stock
323
Transfer posting storage location to storage location - stock in QI
325
Transfer posting storage location to storage location - blocked stock
411
Transfer posting of special stocks E, K, and Q to company's own stock
415
Transfer posting to project stock
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Agenda
• Introduction of Stock transfer/ transfer posting
process
• Overview of stock transfer/ Transfer Posting
processes
• Demo
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Demo1_Transfer Posting Process
Objective
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To get to know the status of the Material
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Demo1_Transfer Posting Process
Objective
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To get to know Quantity of Material in Quality Inspection and to transfer
to Unrestricted use.
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Demo1_Transfer Posting Process
Objective
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Transfer all the stock from Quality to Unrestricted use
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Demo1_Transfer Posting Process
Objective
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Goods Issue With reference To Reservation
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Demo1_Transfer Posting Process
Objective
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Goods Issue With reference To Reservation
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Demo2_ Stock Transfer Plant to
Plant -1 Step
Objective
Check for stock balance of Material, “Fluconazole” in Plant 1000
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Demo2_ Stock Transfer Plant to Plant -1 Step
Objective
Check for stock balance of Material, “Fluconazole” in Plant 1000
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Demo1_ Stock Transfer Plant to Plant -1 Step
Objective
To transfer 20 Qty of Material, “Fluconazole” from Plant 1000 to Plant 1100
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Demo2_ Stock Transfer Plant to Plant -1 Step
Objective
To transfer 20 Qty of Material, “Fluconazole” from Plant 1000 to Plant 1100
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Demo2_ Stock Transfer Plant to Plant -1 Step
Objective To check whether 20 quantity of Fluconazole is received in Plant 1100 after
the stock transfer.
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Demo2_ Stock Transfer Plant to Plant -1 Step
Objective To check whether 20 quantity of Fluconazole is received in Plant 1100 after
the stock transfer.
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Quiz/Check point
• Questions/Discussions :
 What are effects of stock transfer?
 What is the difference between one step
& two step stock transfer process?
 What is the relevance of material to
material stock transfer.
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Questions and Comments
• What questions or comments
do you have?
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Exercise
Exercise 17: Goods receipt, goods issue, transfer posting. (60 min.)
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