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Transfer Request

This document provides instructions for different types of stock transfers in SAP, including: 1) Stock transfers between different stock types (e.g. quality inspection to unrestricted use) or materials within one plant using a single-step transfer posting. 2) Transferring stock between plants, which can be done in a single-step or two-step procedure. The two-step procedure allows monitoring stock that is in transfer. 3) Using a stock transport order, which involves purchasing and allows planning and monitoring the receipt at the receiving plant. The process begins with a stock transport order entry and ends with a goods receipt posting.

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AYAN MAJI
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0% found this document useful (0 votes)
64 views

Transfer Request

This document provides instructions for different types of stock transfers in SAP, including: 1) Stock transfers between different stock types (e.g. quality inspection to unrestricted use) or materials within one plant using a single-step transfer posting. 2) Transferring stock between plants, which can be done in a single-step or two-step procedure. The two-step procedure allows monitoring stock that is in transfer. 3) Using a stock transport order, which involves purchasing and allows planning and monitoring the receipt at the receiving plant. The process begins with a stock transport order entry and ends with a goods receipt posting.

Uploaded by

AYAN MAJI
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 30

Contents

1 Transfer posting ............................................................................................ 2


1.1 Stock to stock 2
1.2 Material to material 6
2 Stock transfer between plants ....................................................................... 10
2.1 Transfer stock between plants one-step procedure .......................................... 11
2.2 Transfer stock between plants two-step procedure .......................................... 14
2.3 Stock transport order 18
3 Stock Transfer between Storage Locations .................................................... 23
3.1 Storage Location to Storage Location: One-Step Procedure ............................ 23
3.2 Storage Location to Storage Location: Two-Step Procedure............................. 26
1 Transfer posting

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

1.1 Stock to stock


As known we have 3 types of stock (unrestricted use – quality inspection –
blocked stock)
For your business needs you may require to transfer a material from stock type to
another may be from quality to unrestricted use or to blocked stock you can also
enter a physical goods movement to a different storage location. However it is
only possible to enter a movement within one plant, not between several plants.
According to our business we have stock for material SCM550 as quality inspection
type as shown in the stock overview

We need to transfer 20 PC from quality to unrestricted stock to warehouse 0002


Using MIGO select transfer posting and other as a reference and movement type 321

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

Now you can post your document

After than we can display the material document to see the effect of our process

We can see the movement type we used

And the transfer posting data

No financial document generation for this process.


No we can check our stock statues by stock overview (MMBE)

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.

o Prerequisites for material to material transfer


1- Both material must have same base unit of measure
2- Material must be in unrestricted stock

For more clarification we will make a transfer from material PC_E to


material PC_F

First we will check the stock for both material


PC_F:

PC_E

Now we will transfer 100 PC from material PC_E to material PC_F.


Using MIGO select transfer posting and other as a reference and movement type 309

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

From quantity tab enter the amount you need to transfer

Now you can post your document


Let's see the effect of our process by viewing the material document generated
and if this process is has a financial document or not?

Accounting document generated

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.

According to our needs we want to transfer 50 pc from material SCM_XX from


plant "0007" to plant "1200"
So first we can check our stock through (MMBE)
Using MIGO select transfer posting and other as a reference and movement type 301

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

Now we can post our transfer process


Display the material document generated after posting to view the FI document
related to the transfer process

As a material is evaluated by moving average in issuing plant and on the other


hand it's evaluated by standard in the receiving plant the variance amount is
posted to price difference account.

Now we can check again our stock by using (MMBE)


2.2 Transfer stock between plants two-step procedure
In the case of the two-step procedure, when removing the material from storage
(movement type 303), you must specify the receiving plant in addition to the
material and the issuing organizational levels. This is necessary because
valuation of the stock transfer takes place when the material is removed from
storage and posted to stock in transfer at the receiving plant.

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:

Back to MIGO and we will select place in storage referenced by material


document for your last step

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

Then post your document

In this movement no FI document generated as valuation of the stock transfer


takes place when the material is removed from storage

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 the material is available only in plant "0007" and "1200"

Now we will create stock transport order by using (ME21N)

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 you can post your document

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

Now you can save your document

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

Now you can post your document

No accounting document generation for this process as it's generated while issuing

Now we can check our stock by (MMBE)

Also purchase order history updated


3 Stock Transfer between Storage Locations

Such as stock transfer between plants we also can transfer stock between
storage location by one step procedure or steps procedure.

3.1 Storage Location to Storage Location: One-Step 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

And as explained before no accounting document generation for this process.

Checking your stock overview by using (MMBE)


3.2 Storage Location to Storage Location: Two-Step Procedure
Using the two-step procedure, you can only transfer material from unrestricted-use
stock at the issuing location to unrestricted-use stock at the receiving storage
location.
After the stock removal posting, the quantity is booked out of the issuing
storage location. At the receiving storage location, the quantity is already
included in the stock for that location, not as unrestricted-use stock, however,
but as stock in transfer. The quantity is not available for unrestricted use at
plant level either. When the goods are put away at the receiving storage
location, the quantity is transferred from stock in transfer to unrestricted-use
stock.

According to business needs we want to transfer 50 PC of material "SCM_XX"


at plant "0099" from storage location "0001" to "0002" using stock transfer 2
steps procedure.
First we will check our stock by using (MMBE)

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

View your stock using (MMBE)

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

As shown the quantity now is available as unrestricted use.

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