BUSINESS PROCESS PROCEDURE Title: Organization/Area: One-Step Stock Transfer between Storage Locations Inventory Release: ECC6 File Name: Last Edited on: 12 February 2016 Version: 5.3.1 MM-MIGO-TP-One-Step Transfer posting between Slocs 1.2 Overview Material needs to be transferred from one storage Location to another in one step. Business Process Description Overview 1. 2. 3. 4. 5. For certain materials, we need to do transfer from one storage location to another. This movement is called as Transfer Posting Storage Location to Storage Location in SAP. This transfer posting can take place in two ways. One is single step transfer posting and the other one is knows as two step Transfer posting. For Storage Location with in a Plant, it is decided to carry out single step transfer posting through reservation with in Plant Storage Location transfer. 6. The Storage location which requires the material will create the Reservation for the required Materials with Movement Type – 311. 7. The issuing Storage Location to do transfer posting with reference to this reservation. NOTE: The movement types above also allow the material to move from one location to another within the same plant. The receiving location defaults to the sending location, but may be over-ridden as necessary. Input - Required Fields Document Date (MM/DD/YY) Field Value / Comments Date that the document is entered. Posting Date (MM/DD/YY) Date that the document is posted. Movement Type Movement type to be used. Plant Plant number Receiving Location Storage location where materials will reside after transfer Material Material number Quantity Quantity of material to be transferred. Storage location Storage location where material resides prior to transfer Page 1 of 7 BUSINESS PROCESS PROCEDURE Title: Organization/Area: One-Step Stock Transfer between Storage Locations Inventory Release: ECC6 File Name: Last Edited on: 12 February 2016 Version: 5.3.1 MM-MIGO-TP-One-Step Transfer posting between Slocs 1.2 Tips and Tricks If the user enter the issuing Plant and Storage Location in the Enter Transfer Posting: Initial Screen and the data is carried through to the detail line items. It is sometimes necessary to reverse a transfer order due to user error. For example, an incorrect quantity is entered or the wrong material was chosen. Within SAP, there are two different ways to reverse a goods movement. One is done via a movement type. Another is done through a material document. Reversing goods movements using movement types are the same as the initial movement types +1. For example, a reversal of a transfer between sLoc, 311 movement type is the reversal of movement type 312. To reverse a transfer by material document follow the menu path: Logistics > Material Management > Inventory Management > Material Document > Cancel/Reverse. The material document is needed for this transaction. Page 2 of 7 BUSINESS PROCESS PROCEDURE Title: Organization/Area: One-Step Stock Transfer between Storage Locations Inventory Release: ECC6 File Name: Last Edited on: 12 February 2016 Version: 5.3.1 MM-MIGO-TP-One-Step Transfer posting between Slocs 1.2 Procedural Steps 1.1. Access transaction by: Via Menus Via Transaction Code a) Logistics > Material Management > Inventory Management > Goods Movement > Transfer Posting b) MIGO 1.2. Select Transfer Posting from the drop-down menu and on Screen “Transfer Posting reservation”, enter information in the fields as specified in the below table: Page 3 of 7 BUSINESS PROCESS PROCEDURE Title: Organization/Area: One-Step Stock Transfer between Storage Locations Inventory Release: ECC6 File Name: Last Edited on: 12 February 2016 Version: 5.3.1 MM-MIGO-TP-One-Step Transfer posting between Slocs 1.2 Selection ReferenceField Name To Reservation Description Reservation number R/O/C O Document Date Posting Date Default is current system date R Default is current system date R User may select other posting date. Material slip Doc. header text Identifier of an external document Document header text. Contains explanations or notes which apply to the document as a whole. Section Heading O Enter external document number if available Enter any necessary notes for this transfer document Goods movement type R Plant Plant number R Storage location Storage Location (where goods to be transferred resides in issuing location) O Defaults for documents items Movement type O User Action and Values In case required to transfer against Reservation request otherwise leave blank. No action necessary Enter the number for the movement type or choose a movement type from the pulldown table. Enter or select a Plant from the pull-down table. Enter a Storage location or select from the pull-down table. Page 4 of 7 Comments The system checks whether the posting date entered is allowed by means of the posting period permitted. Enter the plant number on this screen and it is carried over to the detail screen If Storage Location is entered, it is carried through to item details screen. If not entered, storage location will be BUSINESS PROCESS PROCEDURE Title: Organization/Area: One-Step Stock Transfer between Storage Locations Inventory Release: ECC6 File Name: Last Edited on: 12 February 2016 Version: 5.3.1 MM-MIGO-TP-One-Step Transfer posting between Slocs 1.2 required on item details screen. (Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional) 1.3. Press <Enter> 1.4. Enter information in the fields as specified in the below table for the recipient: Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user. Field Name Recipient Description Recipient for whom the material or the service is destined. Storage location where material will reside after transfer. R/O/C O User Action and Values Enter recipient R Enter receiving storage location. Material Material number R Enter the material identifier. Quantity Material quantity R Enter the quantity of the material to be moved. UnE The unit of measure in which the goods movement is entered. O Enter the unit of measure if different than the default. Sloc The storage location where the material is currently R Enter the storage location - if not entered on initial screen. Recv. Sloc Page 5 of 7 Comments Defaults to same location type as sending location. Pull down table access. The quantity is automatically converted to stock-keeping units. Pull down table access. The system will use the default unit of measure (entry) if this field is left blank. Pull down table access. BUSINESS PROCESS PROCEDURE Title: Organization/Area: One-Step Stock Transfer between Storage Locations Inventory Release: ECC6 File Name: Last Edited on: 12 February 2016 Version: 5.3.1 MM-MIGO-TP-One-Step Transfer posting between Slocs 1.2 stored. 1.4.1. Multiple materials may be handled with the same goods movement screen. Pressing ENTER locks the material for this transaction but allows for any quantity changes prior to saving the goods movement. 1.5. Save the transaction. (Select yellow file folder or F11). 2.0 You can also raise the stock transfer reservation at the recipient storage location then stock transfer with reference to reservation can be posted as shown below, Page 6 of 7 BUSINESS PROCESS PROCEDURE Title: Organization/Area: One-Step Stock Transfer between Storage Locations Inventory Release: ECC6 File Name: Last Edited on: 12 February 2016 Version: 5.3.1 MM-MIGO-TP-One-Step Transfer posting between Slocs 1.2 3. Enter reservation no. 2. R09 Select reservation 1. Select transfer posting. 4. Enter quantity. 5. Enter storage location. 2.1 Enter only material quantity and storage location from which the material is to be transfer. 2.2Check the document and post the document. Page 7 of 7