EHP3 for SAP ERP 6.0 June 2008 English Stock Transfer without Delivery (135) Business Process Documentation SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices Stock Transfer without Delivery (135): BPD Copyright © Copyright 2008 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. 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The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. © SAP AG Page 2 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD Icons Icon Meaning Caution 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. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. 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. © SAP AG Page 3 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD Contents 1 Purpose ......................................................................................................................................... 5 2 Prerequisites.................................................................................................................................. 6 2.1 Master Data and Organizational Data .................................................................................... 6 2.2 Business Conditions ............................................................................................................... 7 2.3 Preliminary Steps ................................................................................................................... 7 2.4 Roles ...................................................................................................................................... 9 3 Process Overview Table ............................................................................................................... 9 4 Business Processes .................................................................................................................... 10 4.1 5 Stock Transfer ...................................................................................................................... 10 4.1.1 One-Step Stock Transfer (One - Step) ......................................................................... 10 4.1.2 Creating Stock Transport Order (Two - Steps) ............................................................. 11 4.1.3 Posting Goods Issue for Stock Transport Order ........................................................... 12 4.2 Checking Status of Stock Transfer ...................................................................................... 14 4.3 Receipt of Transferred Materials .......................................................................................... 15 Appendix...................................................................................................................................... 16 5.1 Reversal of Process Steps ................................................................................................... 16 5.2 SAP ERP Reports ................................................................................................................ 17 5.3 Used Forms .......................................................................................................................... 18 5.3.1 Procurement ................................................................................................................. 18 5.3.2 Goods Movements ........................................................................................................ 18 5.4 Frequently Asked Questions ................................................................................................ 18 © SAP AG Page 4 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD Stock Transfer without Delivery 1 Purpose Document The purpose of this document is to describe the business process of internal procurement, here as stock transfer without using deliveries. Target groups are warehouse clerks as well as buyers Scenario The cross-plant, internal procurement of materials can be carried out within one company code (intercompany) or by using several company codes (cross-company). This process can be dealt with using standard functions, such as material requirements planning, purchase requisitions, stock transport orders, transportation planning, and the handling of internal deliveries. In this process you perform the internal procurement without deliveries and transportation planning. The process of stock transfer with delivery is covered by the scenario 134 - Stock Transfer with Delivery. The process begins with a requirement to transfer material from one plant to another within the same company code. The stock transfer without a delivery can be performed in two different ways: A one-step transfer posting at the issuing plant is possible that moves the stock immediately from the issuing plant to the receiving plant. This is useful if the distance between the two plants is short and when there is no need for stock-in-transit stock overview. A buyer at the receiving plant requests material with a stock transport order. This is useful if the issuing plant needs a formal request to send material to the receiving plant or the distance between the two plants is longer and there is a need for stock-in-transit stock overview. There are no master data requirements beyond the material master 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. © SAP AG Page 5 of 19 SAP Best Practices 2 Stock Transfer without Delivery (135): BPD Prerequisites 2.1 Master Data and Organizational Data Manufacturing / Trading Production Plant Master data Value Other Comments mat. Material TRADE11 (H11) PD planning, no Serial no.; no batch Material TRADE12 (H12) Reorder point planning, no Serial no.; no batch Material TRADE20 (H20) Reorder point planning, Serial no.; no batch 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 example1000) 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. © SAP AG Page 6 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD 2.2 Business Conditions The business process described in this Business Process Documentation is part of a bigger chain of integrated business processes or scenarios. As a consequence, you must have completed the following processes and fulfilled the following business conditions before you can start going through this scenario: Business condition Scenario You have completed all relevant steps described in the Business Process Documentation Prereq. Process Steps (154). Prereq. Process Steps (154) 2.3 Preliminary Steps 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. Check stock availability with the transaction MMBE, material TRADE11 (H11), Plant 1(#1000), Storage_Location_Shipping (1030). 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 Movement (MIGO) Transaction code MIGO Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management Receiving Choose Post Goods Receipt. 2. On the initial 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 movement type 561 and choose Enter. 3. On the Material tab page, enter the material number TRADE11 (H11). Choose the Items OK checkbox. 4. On the Quantity tab page, enter an amount, for example 10000. © SAP AG Page 7 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD 5. On the Where tab page, enter plant Plant 1(1000), storage location Storage_Location_Shipping (1030). Choose Enter. 6. If the material is handled in batches: Enter the external batch number on the Batch tab page or leave the field empty for internal number assignment. Enter the date of production, for example the current date; then choose Enter: 7. If the material is serialized: Enter the serial number on the Serial Numbers tab page. If the serial number is unknown, search one by choosing Find. 8. Choose Post. To reverse the posting, repeat the steps with reversal movement type 562. Alternatively cancel material document with transaction MBST. Result You have created stock for materials TRADE11 (H11). Financial postings: For Trade Materials: Posting Key Account Description Amount (example) Currency 89 41100100 Goods in warehouse for example, 9.720,00 RUB 91 INITIAL0 InitialEntry for example, 9.720,00 RUB Posting Key Account Description Amount (example) Currency 89 10100100 RawOtherMaterials for example, 360.00,00 RUB 91 INITIAL0 InitialEntry for example, 360.00,00 RUB For Raw Materials: For Semi-Finished Materials: Posting Key Account Description Amount (example) Currency 89 21000100 SemifinProdSelfprodu for example, 7.256,00 RUB 91 INITIAL0 InitialEntry for example, 7.256,00 RUB For Finished Materials: Posting Key Account Description Amount (example) Currency 89 43000000 SemifinProdSelfprodu for example, 14.900,00 RUB 91 INITIAL0 InitialEntry for example, - RUB © SAP AG Page 8 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD 14.900,00 2.4 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 Documentation 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 Technical name Process step Warehouse Clerk SAP_BPR_WAREHOUSESPECIALIST-S One step stock transfer Post goods issue Check status of stock Post goods receipt Buyer 3 SAP_BPR_PURCHASER-S Create stock transfer order Process Overview Table Option 1: Stock transfer without stock transfer order – one step Process step External process reference One-step stock transfer Business condition Business role Transaction code Expected results Stock need to be transferred Warehouse Clerk MIGO Stock is moved physically and logically in the system Business condition Business role Transaction code Expected results Stock need to be transferred Warehouse Clerk / Purchasing Buyer ME21N Stock transfer order created Stock is moved from Warehouse Clerk MIGO Stock is moved physically and logically in the Option 2: Stock transfer with stock transfer order Process step External process reference Create Stock Transport Order Post Goods Issue for Stock Transfer © SAP AG – Page 9 of 19 SAP Best Practices Process step Stock Transfer without Delivery (135): BPD External process reference Order 4 Business condition Business role Transaction code storage Expected results system Check Status of Stock Transfer – Stock information needed Warehouse Clerk MB5T Stock overview is shown Post Goods Receipt for Stock Transport Order – Stock is put into storage Warehouse Clerk MIGO Stock is moved physically and logically in the system Business Processes 4.1 Stock Transfer 4.1.1 One-Step Stock Transfer (One - Step) 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 Movement (MIGO) Transaction code MIGO Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management Receiving Other Goods Movement 2. On the initial screen, ensure that in the top left corner of the screen, the first field shows Transfer Posting and the second field shows Others. In the field in the top right corner, enter movement type 301 and choose Enter. 3. Optional: Choose the Print via Output Control checkbox to print the goods issues slip. 4. On the Transfer Posting tab page, From-side, enter material number, for example, TRADE11. 5. On the Transfer Posting tab page, From-side, enter plant Plant 1 (1000), storage location Storage_Location_Shipping (1030). 6. On the Transfer Posting tab page, From-side, enter an amount, for example 100. 7. On the Transfer Posting tab page, Dest-side, enter plant Plant 2 (1100), storage location Storage_Location_Shipping (1130). Choose Enter. © SAP AG Page 10 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD 8. On the Quantity tab page, in the Qty in Unit of Entry field, enter the quantity to be transferred. 9. Choose the Items OK checkbox. If the material is serialized: Enter the serial number on the Serial Numbers tab page. If the serial number is unknown, search one by choosing Find. If the material is handled in batches: Enter the external batch number on the Batch tab page. 10. Choose Post. To reverse the posting, repeat the steps with reversal movement type 302. Alternatively cancel the material document with transaction MBST. Result You have transferred the stock for materials, for example TRADE11 (H11). Financial postings: For Trade Materials: Posting Key Account Description Amount (example) Currency 99 41100100 Goods in warehouse for example, 9.720,00 RUB 89 41100100 Goods in warehouse for example, 9.720,00 RUB For Finished Materials: Posting Key Account Description Amount (example) Currency 99 43000000 Finished Goods for example, 745,00 RUB 89 43000000 Finished Goods for example, -745,00 RUB 4.1.2 Creating Stock Transport Order (Two - Steps) 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 Purchasing Purchase Order Create Vendor/Supplying Plant Known Transaction code ME21N © SAP AG Page 11 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Buyer (SAP_BPR_PURCHASER-S) Business role menu Purchasing Purchase Orders Create Purchase Order 2. On the Create Purchase Order screen, make the following entries: Field name Description User action and values Comment Order type Stock Transp. Order Order type ‘UB’ Supplying plant Plant_1 (1000) Production Plant Org. data tab page Choose Purchasing org. Purch. Org. 1000 Purchasing Org. Purchasing group Group 100 Purchasing group Company Code Company Code 1000 Company Code Expand "Item overview" Choose If item overview window is not visible Material TRADE11 (H11) Order quantity 100 Delivery date Any, in future Plant Plant 2 (1100) Distribution Center Storage location Storage_Location_S hipping (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) Or any other value 3. Choose Save. Result The system creates the stock transport order. Note down stock transport order number for further processing: ____________________________. 4.1.3 Posting Goods Issue for Stock Transport Order Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) © SAP AG Page 12 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD SAP ECC menu Logistics Materials Management Inventory Management Goods Movement Goods Issue (MIGO) Transaction code MIGO Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management Receiving Other Goods Movement 2. On the initial screen, ensure that in the top left corner of the screen, the first field shows Goods Issue and the second field shows Purchase Order. Enter the purchase order number right to the field Purchase Order. In the field in the top right corner, enter movement type 351 and choose Enter. 3. Optional: Choose the Print via Output Control checkbox to print the goods issue slip. 4. Optional: Enter a different amount on the Quantity tab page, for example 200. 5. On the Where tab page, see that the sending plant is entered (for example, plant 1). Enter plant storage location Storage_Location_Shipping (1030). 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 serialized: On the Serial Numbers tab page, enter the serial number. If serial number is unknown, search one by choosing Find. 8. Choose the ITEM OK checkbox. 9. Go to the header and choose Check (the system shows the message the document is O.K.). 10. Choose Post. Result Material is posted for stock transfer. Financial postings: For Trade Materials: Posting Key Account Description Amount (example) Currency 99 41100100 Goods in warehouse For example, 48.600,00 RUB 89 41100100 Goods in warehouse For example, 48.600,00- RUB Description Amount (example) Currency For Finished Materials: Posting Key © SAP AG Account Page 13 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD 99 43000000 Finished Goods For example, 745,00 RUB 89 43000000 Finished Goods For example, 745,00 RUB To report warehouse stock, use transaction MB52 (use menu path Logistics Logistics Execution Information System Goods Receipt Lists for Material Stock Warehouse Stocks per Material). 4.2 Checking Status of Stock Transfer 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 Environment Stock Stock in Transit Transaction code MB5T Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) 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: Field name Description User action and values Comment Material Number TRADE11 (H11) Material number of the material from the stock transfer order Receiving Plant Plant 1 (1100) Distribution Center Issuing Plant Plant 2 (1000) Production Plant Stock Transfer Orders Indicator set Set the flag for ‘Stock Transfer Orders’ 3. Choose Execute. Result You get an overview of the material and of the stock transfer orders, which are currently in transit. This concerns all the materials that have left the supplying plant and have not yet reached the receiving plant. © SAP AG Page 14 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD 4.3 Receipt of Transferred Materials Use This activity is performed when parts arrive in the receiving plant. Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu Logistics Logistics Execution Inbound Process Goods Receipt for Purchase Order, Order, Other Transactions Enter Goods Receipt for Purchase Order Transaction code MIGO Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S) Business role menu Warehouse Management Receiving Other Goods Movement 2. On the initial screen, ensure that in the top left corner of the screen, the first field shows Goods Receipt and the second field shows Purchase Order. Enter the purchase order number right to the field Purchase Order. In the field in the top right corner, enter the movement type 101. 3. Choose Enter. If multiple lines exist, choose Close Detail Data to be able to view all lines. Choose the Print via Output Control checkbox to printout a goods issue slip. Choose the Individual slip checkbox. 4. On the Where tab page, enter the plant storage location Storage_Location_Shipping (1130). If the material is handled in batches: Enter the external batch number on the Batch tab page or leave the field empty for internal number assignment. If the material is serialized: On the Serial Numbers tab page, enter or scan the corresponding serial numbers. 5. Choose the Line OK checkbox. 6. Go to the header and choose Check (the system shows the message the document is O.K.). © SAP AG Page 15 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD 7. Choose Post. Result A goods receipt slip is issued. 5 Appendix 5.1 Reversal of Process Steps In the following section, you can find the most common reversal steps, which you can take to reverse some of the activities described in this document. One-Step Stock Transfer Transaction code ( SAP GUI) MIGO Reversal: Cancel Material Document Transaction code ( SAP GUI) MBST Business role Business role menu Comment Use Material Document Number Create Stock Transport Order Transaction code ( SAP GUI) ME21N Reversal: Change Stock Transport Order Transaction code ( SAP GUI) ME22N Business role Business role menu Comment Set deletion flag for order item line Post Goods Issue for Stock Transfer Order Transaction code ( SAP GUI) MIGO Reversal: Cancel Material Document Transaction code ( SAP GUI) MBST Business role Business role menu Comment © SAP AG Use Material Document Number Page 16 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD Check Status of Stock Transfer Transaction code ( SAP GUI) MB5T Reversal: -none- Transaction code ( SAP GUI) -none- Business role Business role menu Comment -none Post Goods Receipt for Stock Transport Order Transaction code ( SAP GUI) MIGO Reversal: Cancel Material Document Transaction code ( SAP GUI) MBST Business role Business role menu 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 BPD 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 that were posted for one or more materials. Warehouse Stock MB52 A List of the warehouse stock is displayed © SAP AG Page 17 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD Report title Transaction code Comment Stock Overview MMBE A list of stock is displayed. 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 table below provides details on these forms. 5.3.1 Procurement Common form name Form type Used in process step Output type Technical name Purchase Order SmartForm Step 4.2 NEU /SMBA0/AA_MMPO 5.3.2 Goods Movements Common form name Form type Used in process step Output type Technical name GR1 (Individual Item) SmartForm Step 4.5 WE01 YBRU_MMGR1 GR2 (Individual Item with inspection text) SmartForm Step 4.5 WE02 YBRU_MMGR2 GR3 (Multiple Items) SmartForm Step 4.5 WE03 YBRU_MMGR3 GI1 (Individual Item) SmartForm Step 4.3 WA01 YBRU_MMGI1 GI2 (Individual Item with inspection text) SmartForm Step 4.3 WA02 YBRU_MMGI2 GI3 (Multiple Items) SmartForm Step 4.3 WA03 YBRU_MMGI3 5.4 Frequently Asked Questions Questions © SAP AG Answers Page 18 of 19 SAP Best Practices Stock Transfer without Delivery (135): BPD Can I add special instructions to the purchase order Yes. Is it possible to use barcode 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. © SAP AG Page 19 of 19