Transfer Request
Transfer Request
In the case of transfer posting the key aspect is a change in the stock ID number
Or the stock category of a material. Transfer postings need not involve an actual
(Physical) goods movement.
Examples of transfer postings:
Stock to stock (for example, in quality inspection to unrestricted-use) or
material to material
Then from transfer posting tab and on the right side enter material code, plant
and storage location that will issue the material and on the left side you only
can enter storage location.
Then from quantity tab enter the quantity you want to transfer
After than we can display the material document to see the effect of our process
We can notice that 20 pc removed from quality stock from "0001" warehouse
and added to unrestricted stock at "0002" warehouse.
1.2 Material to material
Material to material transfer is used when material changes its properties after
certain period as we can transfer material stock to another one.
PC_E
Then from transfer posting tab and on the right side enter material code, plant and
storage location that will issue the material and on the left side enter the other
material and as shown you can do this kind of transfer not only on storage
location but also between plants
Debit for stock account for receipt material and credit stock account for issuing
material
*the material is valuated by issuing material price
Now you can check your stock by using (MMBE)
2 Stock transfer between plants
For some stock transfers, you have the additional option of entering the goods
issue and goods receipt in two separate steps and thus in two separate postings.
In the case of plant-to-plant. Stock transfers, a distinction is made between the
one-step procedure and the two-step procedure.
The one-step procedure has the advantage that you enter a single transaction in
the system. However, using the two-step procedure enables you to monitor
stocks that you are in the process of transferring from one place to another.
Once you have posted the goods issue from the issuing point, the stock is
regarded as in transfer at the receiving point, and is treated as such in the
system.
2.1 Transfer stock between plants one-step procedure
In the one-step procedure, the goods issue and goods receipt are posted in a
single material document. You must therefore enter all relevant data, such as the
material, issuing plant, issuing storage location, receiving plant, and receiving
storage location in this one step.
From transfer posting tab enter material code and issuing, receipt plant and
storage locations
Enter quantity 50 PC
From Where Tab select movement type and check issuing plant and storage
details
Using MIGO select remove from storage and other as a reference and movement
type 303
We need to transfer 100 pc from material SCM_XX from plant 0007 to plant 1200
As usual we will check our stock before any transaction through (MMBE)
Then back to MIGO and from transfer posting tab enter material code, issuing
plant, storage location and receiving plant no possibility to add receiving storage
location now
Enter quantity as 100 PC
Through where tab confirm the movement type and issuing plant and storage data
that were automatically captured from transfer posting tab
Now post your transfer process and system will generate material document
We can check the material document to see if there any FI document created
As shown the Accounts that are affected by the process and difference account
for variance as the material in the receiving plant is valuated standard
Then we can check the stock by (MMBE)
As shown the quantity in plant 0007 reduced by 100 PC and in plant 1200 we
have 100 PC under stock trans. (plant) column
This mean that we need to make the next step to receive this amount to be
available for use at plant 1200 and this can be processed as follow:
Automatically system select movement type 305 you need to add your storage
location
Then add the quantity you received which by default is the quantity that was
entered in the last movement, then select item ok indicator
Now we can refresh the stock overview report to see the effect of this movement
2.3 Stock transport order
This type of stock transfer involves not only Inventory Management but also
Purchasing at the receiving plant. The process begins in the receiving plant
with the entry of a stock transport order in the purchasing department. A goods
issue referencing this stock transport order is then entered in the issuing plant.
The quantity booked out is initially managed as stock in transit at the
receiving plant. The process is ended by the posting of the goods receipt
against the stock transport order at the receiving plant.
Advantages of using stock transport order compared with a stock transfer without
a stock transport order:
. The stock transport order is integrated within MRP. Purchase requisitions
Generated by MRP can be converted into stock transport orders.
. The receipt can be planned at the receiving plant.
. The goods receipt can be posted directly to consumption.
. In the case of a goods receipt into the warehouse, you can also post the material
To stock in quality inspection or to blocked stock.
. The entire process (goods issue and goods receipt) can be monitored via the
PO history.
According to our business needs plant "0099" created stock transport order to be
supplied by 150 pc of material "SCM_XX" from plant "0007".
First let's check the stock for this material in all plants we have
Using (MMBE)
As shown we set the order type as stock transport order then enter the supplying
plant then purchase organization and group
Then enter the required material, quantity, delivery date and the receiving plant
Note that the item category is "U" referring to stock transport
Also as explained before you can use account assignment if you need to
consumption
If you need to plan your delivery you can do it from delivery tab in item details
Now using MIGO select good issue reference to the created purchase order with
movement type 351
Use where tab to enter which storage location will the material be issued from and
you can check the other tabs for any other data you need to change such as
quantity
We can display the generated material document to see the effect of our process
Then we can display the accounting document for the issuing process
As the price control differ between the 2 plants we can find the difference in price
is posted to loss account because the material in receiving plant is controlled by
standard price un like the issuing plant
And as an advantages of using stock transport order we can monitor the order
history by viewing purchase order history
Now the next step is to make a receipt for this material in the receiving plant
Using MIGO select good receipt reference to purchase order ant enter its number
Enter this goods receipt in the same way as a goods receipt against a normal
purchase order.
Enter the receiving storage location and any other data such as quantity if you
need to change it
No accounting document generation for this process as it's generated while issuing
Such as stock transfer between plants we also can transfer stock between
storage location by one step procedure or steps procedure.
A stock transfer from one storage location to another is carried out within a
plant. You can post a storage-location-to-storage-location stock transfer using
the one-step procedure for all stock types. In the process, a material document
is generated, containing two material document items for each item you
entered:
. One item for the removal of the material from storage (goods issue) at the
Issuing storage location
. One item for the placement of the material in storage (goods receipt) at the
Receiving storage location
No accounting document is generated for this stock transfer because the
transferred material is managed in the same plant, and therefore has the same
posting data
According to our needs we want to transfer 50 pc of material "SCM_XX" at
plant" 0099" from storage location "0002" to storage location "0001"
First we will check our stock at plant "0099" by using (MMBE)
As shown all the quantity we have from this material at this plant are only
available on storage location "0001"
Now using MIGO select transfer posting reference other and movement type 311
From transfer posting tab at right side enter material, issuing plant and storage
location and on the left side you can only enter the receiving storage location
Enter quantity
Now you can post your document
Then use MIGO select remove from storage reference other with movement
type 313
From transfer posting tab at right side enter material, issuing plant and storage
location and on the left side you enter the receiving storage location
Note: It is necessary to specify the receiving storage location because the stock
in transfer belongs to the receiving location.
Enter quantity
Now you can post your document
As shown the transferred quantity still not available as unrestricted use in the
receiving storage location
Now back to MIGO select place in storage material document as reference
From where tab you can find the movement type by default is 315 and the
receiving storage location and plant data are captured automatically
If you don’t need to change the receiving quantity you can post your document
Back to stock overview to see the effect of your process