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SAP ECC 6.0 EhP3
August 2008
English
Stock Transfer with Delivery (134)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Business Process Documentation
SAP Best Practices Stock Transfer with Delivery (134): 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.
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These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. 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.
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SAP Best Practices Stock Transfer with Delivery (134): 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.
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SAP Best Practices Stock Transfer with Delivery (134): BPD
Contents
1 Purpose................................................................................................................................... 5
2 Prerequisites............................................................................................................................ 6
2.1 Master Data and Organizational Data..............................................................................6
2.2 Preliminary Steps.............................................................................................................7
2.2.1 Optional: Creating Planned Independent Requirements...........................................7
2.2.2 Optional: Executing MRP Run for a Single Material..................................................8
2.2.3 Creating Stock in Supplying Plant...........................................................................10
2.2.4 Prerequisites for MRP and MRP-run.......................................................................11
2.3 Roles.............................................................................................................................. 11
3 Process Overview Table........................................................................................................12
4 Business Processes..............................................................................................................13
4.1 Showing Stock / Requirements List................................................................................13
4.2 Process Stock Transport Requisition (with MRP)...........................................................14
4.3 Changing Stock Transport Purchase Order (with MRP).................................................16
4.4 Creating Stock Transport Order (without MRP)..............................................................17
4.5 Delivery Due List for Purchase Orders...........................................................................18
4.6 Picking Confirmation.......................................................................................................19
4.7 Posting Goods Issue......................................................................................................20
4.8 Checking Status of Stock Transfer.................................................................................21
4.9 Creating Billing Document..............................................................................................22
4.10 Creating Excise Invoice...............................................................................................24
4.11 Printing Excise Invoice................................................................................................25
4.12 Receipt of Transferred Materials.................................................................................27
5 Appendix................................................................................................................................ 31
5.1 Reversal of Process Steps.............................................................................................31
5.2 SAP ERP Reports..........................................................................................................33
5.3 Used Forms....................................................................................................................34
5.3.1 Procurement............................................................................................................34
5.3.2 Goods Movements..................................................................................................34
5.3.3 Delivery...................................................................................................................34
5.4 Frequently Asked Questions...........................................................................................35
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Stock Transfer with Delivery
1 Purpose
DocumentThe purpose of this document is to describe the business process of Stock Transfer with Delivery. Target groups are warehouse clerks as well as buyers.
ScenarioThe stock transfer process begins with a requirement to transfer material from one plant to another within the same company code. This request, in form of a stock transfer requisition, can be created in the procuring plant automatically by MRP or manually by a buyer.
Nevertheless, the process works without MRP, too. In that case the buyer creates the stock transport order directly.
There are no master data requirements 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.
A buyer validates the accuracy of the stock transfer purchase requisition and converts it into a stock transfer purchase order. Or, without MRP, the buyer creates the stock transfer purchase order directly.
A warehouse clerk at the issuing plant monitors the materials due to be shipped and creates deliveries as required. Once a delivery is created, a pick list is generated for the materials. A warehouse clerk gathers the materials and confirms the picked quantities. Once the delivery is complete, the delivery quantities are issued, appropriate documentation is generated, and the goods are shipped, ending the process for the issuing plant.
Goods are received at the receiving plant referencing the delivery number on the shipping documents. Inventory is received into a storage based on fixed parameters proposed from the material master which can be changed at time of transactional data capture i.e. purchase order creation or goods receipt.
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2 Prerequisites
2.1 Master Data and Organizational DataSAP Best Practices Standard Values
A range of indispensable master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company, as well as master data that suits its operational focus, for example, master data for materials, vendors, and customers.
This master data usually consists of standardized SAP Best Practices default values and enables you to go through the process steps of this scenario.
Operational Focus
SAP Best Practices delivers standard values for more than one operational focus area, such as Services, or Manufacturing. This means that you may find more than one master data table below. Use the master data that matches the operational focus of your company (Service, Manufacturing or Trading).
Additional Master Data (Default Values)
Some of the master data values may be labeled with a diamond, which means that you can test the scenario using the indicated material. However, you can also use other existing materials that fulfill the same prerequisites: Check your SAP ECC system to find out which other material master data exists.
Using Your Own Master Data
Note that you can also test the scenario with other material, or organizational data for which you have created master data. To find out how to create master data, refer to the Master Data Procedures documentation.
Use the following master data in the process steps described in this document:
Manufacturing / Trading
Production Plant
Master data Value Other mat.
Comments
Material TRADE11 (H11) PD planning, no Serial no.; no batch
Material TRADE12 (H12) Reorder point planning, no Serial no.; batch
Material TRADE20 (H20) Reorder point planning, Serial no.; no
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Master data Value Other mat.
Comments
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_Shipping (for example 1030)
Purchasing org.: Purchasing_organization_1 (for example 1000)
Purchasing group: Purchasing_group_1 (for example 100)
Company Code: Company_Code_1 (for example 1000)
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.
2.2 Preliminary StepsYou can check if Purchase Requisitions are available in the distribution plant (For example, 1100) in transaction MD04. If no Purchase Requisitions are available, you can do the following steps:
- In case of material planned by Reorder Point Planning:
MRP does not create Purchase Requisitions, if the available quantity is bigger than the reorder point. In this case, you can reduce the stock of that material with MIGO and movement type 562.
- In case of material planned by MRP type PD (MRP):
MRP does not create Purchase Requisitions, if the available quantity is bigger than the current requirements. You can create Planned Independent Requirements with MD61.
2.2.1 Optional: Creating Planned Independent Requirements
Use
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This activity creates Planned Independent Requirements.
Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics ® Production ® Production Planning ® Demand Management ® Planned Independent Requirements ® Create
Transaction code MD61
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Strategic Planner (SAP_BPR_STRATEGICPLANNER-S)
Business role menu Strategic Planning ® Demand Management (DM) ® Create Planned Independent Requirements
2. On the Create Planned Independent Requirements: Initial Screen, make the following entries:
Field name Description User action and values Comment
Material <material> For example, H11
Plant Plant_2(1100)
Version 00 This is the active Version, which is valid for actual planning
From One month in future
To Two month in future
Planning Period M
3. On the Plnd ind. Reqmts Create: Planning Table screen, enter in the field planned quantity the relevant quantity for the following month.
4. Save the entry.
5. Choose Back to return to SAP Easy Access screen.
ResultPlanned Independent Requirements have been created.
2.2.2 Optional: Executing MRP Run for a Single Material
Use
This activity is performed, when you want to run an MRP-run for a single Material.
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Procedure1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Materials Management Material Requirements Planning (MRP) MRP Evaluations Stock/Requirements List
Transaction code MD04
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S)
Business role menu Production Planning ® MRP ® Stock/Requirements List – Indiviudal Display
2. On the Stock/Requirement List: Initial Screen, enter the material number and the Plant_2 (1100).
3. Choose Enter.
4. On the Stock/Requirement List as of XX Hrs screen, you need to assign a Navigation Profile.
5. Choose Settings Settings tab page general settings from the menu, enter in the field navigation profile the value SAPPPMRP00 (MRP controller) and select Save. After that, the Single-item, Multi-Level button is displayed in the screen.
NWBC: Choose More and choose Settings Settings tab page general settings.
6. Start the processing for an MRP run by choosing Single-item, Multi-Level. In the following screen Single-item, Multi-Level the parameters have to be set as follows:
Field name Description User action and values Comment
Processing key NETCH
Create purchase requisition
1
Delivery schedules
3
Create MRP List
1
Planning mode 3
Scheduling 1
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7. After you have chosen Enter the system displays the message Please check input parameters. Confirm the message.
8. The system executes the MRP run for the material and displays a result list. Go back by choosing Back. In the Stock/Requirement List screen choose Refresh and you can see the created purchase requisitions.
ResultThe purchase requisitions for the chosen material are generated.
2.2.3 Creating Stock in Supplying Plant To run through this scenario, the materials must be available in stock.
UseThe purpose of this activity is to post initial stock for materials, for example TRADE11 (H11).
This step is obsolete if enough stock is available. You can check stock availability with transaction MMBE, material TRADE11 (H11), plant 1000, and storage location 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
Select any line and choose Post Goods Receipt. ® On the Goods Receipt Purchase Order screen choose Restart (F5). ® On the Restart window choose Yes.
2. On the Create Purchase Order 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 the movement type 561 and choose Enter.
3. On the Material tab page, enter material number TRADE11 (H11). Select the Items OK checkbox.
4. On the Quantity tab page, enter an amount, for example 10000.
5. On the Where tab page, enter plant 1000,storage location 1030. Choose Enter.
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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 handled in batches: Enter the date of production, for example current date; then choose Enter:
8. If the material is serialized: On the Serial Numbers tab page, enter the serial number. If the serial number is unknown, search one by choosing Find.
9. Choose Post.
To reverse the posting repeat the steps with reversal movement type 562. Alternatively cancel the material document with transaction MBST.
Result1. You have created stock for materials TRADE11 (H11).
2. Financial postings:
For Trade Materials:
Posting Key Account Description Amount (example) Currency
89 22111100 Trading Goods For example 1500 INR
91 L3110000 Invent. Own products For example 1500- INR
2.2.4 Prerequisites for MRP and MRP-run
For this activity, run the 130: Procurement-to-Stock scenario, Preliminary Steps (step 2.1 to 2.5)
2.3 Roles
UseThe following roles must have been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Procedure 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.
PrerequisitesThe business roles have been assigned to the user who is testing this scenario.
Business Role Details Activity Transaction
Production Planner
SAP_BPR_PRODUCTIONPLANNER_EX-S
Stock/Requirements List
MD04
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Warehouse Clerk SAP_BPR_WAREHOUSESPECIALIST-S
Goods Receipt
Initial Stock Posting
Create Delivery
Picking Confirmation
Post Goods Issue
Check Status of Stock Transfer
MIGO
VL10B
VL02N
VL02N
MB5T
Buyer SAP_BPR_PURCHASER-S Create Purchase Order
Change Purchase OrderAssign Requisition and create Purchase Order
ME21N
ME22N
ME57
Business Analyst Purchaser
SAP_BPR_PURCHASER-K Create Info Record ME11
Purchasing Manager
SAP_BPR_PURCHASER-E Release Contract ME35K
3 Process Overview TableCreate Stock Transport Order with MRP run
Process step External process reference
Business condition
Business role
Trans-action code
Expected results
MRP run for single item
MRP Planning
Daily MRP run Purchaser Buyer / MRP Planner
MD04 Demand overview
Create Stock Transport Order from Purchase Requisition
MRP Planning
Demand for stock in receiving plant
Purchaser Buyer / MRP Planner
ME57 Stock transport order
Change Stock Transport Order
Procurement Complete stock transport order
Purchaser Buyer / MRP Planner
ME22N Completed stock transport order
Create Stock Transport Order directly
Process step External process reference
Business condition
Business role
Trans-action code
Expected results
Create Stock Procurement Demand for Purchaser ME21N Completed
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Process step External process reference
Business condition
Business role
Trans-action code
Expected results
Transport Order manually
stock in receiving plant
Buyer / MRP Planner
stock transport order
Continue with Process
Process step External process reference
Business condition
Business role
Trans-action code
Expected results
Create Outbound Delivery for Stock Transport Order
Delivery due list shows action items
Warehouse Clerk
VL10B Delivery created
Pick Outbound Delivery
Sales Order Processing – Sale from Stock
Physical picking is done
Warehouse Clerk
VL02N Delivery adjusted, picking done
Post Goods Issue for Delivery
Sales Order Processing – Sale from Stock
Closing delivery
Warehouse Clerk
VL02N Delivery printouts
Check Status of Stock Transfer
Monitor stock status
Purchaser Buyer / MRP Planner / Warehouse Clerk
MB5T Stock overview
Post Goods Receipt for Stock Transport Order
Goods arrive at receiving plant
Warehouse Clerk
MIGO Stock increased
4 Business Processes
4.1 Showing Stock / Requirements List
UseIn this step you can check, whether a purchase requisition is available.
Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
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SAP ECC menu Logistics ® Production - Process ® MRP ® Evaluations ® Stock/Requirements list
Transaction code MD04
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S)
Business role menu Production Planning ® MRP ® Stock/Requirements List – Individual Display
2. On the Stock/Requirements List: Initial Screen, enter material TRADE11 (H11) and plant 1100 and choose Enter.
3. Check whether in the Stock/Requirements list a purchase requisition is available.
4. Choose Back twice to return to SAP Easy Access screen.
Result You can find the created purchase requisitions in the survey.
4.2 Process Stock Transport Requisition (with MRP)
UseThe purpose of this activity is to assign the created purchase requisition.
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 ® Purchasing Requisition ® Follow on functions ® Assign and Process
Transaction code ME57
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Buyer (SAP_BPR_PURCHASER-S)
Business role menu Purchasing ® Purchase Requisitions ® Assign and Process Purchase Requisitions
2. On the Assign and Process Purchase Requisitions screen, enter the following values:
Field name Description User action and values Comment
Plant Plant_2 (1100)
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Purchasing group
(This is an optional field)
Item category U (to get only stock transfer requisitions)
Assigned purchase requisitions
X
Partly ordered requisitions
X
Requisitions for overall release
X
Requisitions for item-wise release
X
3. Choose Execute. On the Assign and Process Purchase Requisitions screen all requisitions for processing are listed.
If you want to check the content of some of the listed requisition you can select them and choose Details. To leave this screen, choose Back (F3).
4. Select the purchase requisition, which you viewed and choose Assignments Overview.
5. On the Assign and Process Requisitions: Overview of Assignments screen, select the line with the supplying plant and choose Process Assignment.
6. On the pop-up Process Assignment: Create PO with some default values appears. Check and maintain the entries as follows:
Field name Description User action and values Comments
Order type UD (stock transp.order) UD = PO order with delivery
Purchase order date
xx.xx.xxxx Should be day of current day
Purchase group xxx Maintain one valid purchase group
Purchase organization
1000 Choose the valid purchase organization
7. Choose Process Assignment.
8. The Create Purchase Order screen appears. Select the requisition(s) in the document overview, which you want to proceed and choose Adopt.
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9. Check all the values in the PO. Add text if necessary. Make sure that the right PO type for stock transport is used.
10. Choose Save. Note down the stock transport order number for further processing:___________
11. Choose Exit to return to SAP Easy Access screen.
ResultThe system generates a stock transfer purchase order.
4.3 Changing Stock Transport Purchase Order (with MRP)
UseThis activity is performed when changes within the stock transfer purchase order have to be made.
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 ® Change
Transaction code ME22N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Buyer (SAP_BPR_PURCHASER-S)
Business role menu Purchasing ® Purchase Orders ® Change Purchase Order
2. On the Change Purchase Order screen, change to the desired purchase order.
To select desired purchase order, select one of the following options:
- Choose Other purch. Order.
- Search for purchase orders in document overview, double-click the desired purchase order, and choose Display/Change to change, if necessary.
3. Open header details or items details. Choose the Texts tab page. Select the type of text to be entered, and enter text.
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4. Enter appropriate storage locations. Refer to the following table as an example of appropriate storage locations or use your own personalized storage locations.
Material Storage location
TRADE11 (H11) Storage_Location_Shipping (1130)
5. Choose Save.
6. Choose Back to return to SAP Easy Access screen.
ResultThe purchase order has been changed.
4.4 Creating Stock Transport Order (without MRP)
UseThis activity creates the stock transport orders manually.
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
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 UD Order type ‘UD’Note: If in the dropdown menu the entry StockTranspOrderDel does not appear but two entries appear named StockTranspOrder choose the second one.
Supplying plant Plant_1 (1000) Production Plant
Org. data tab page
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Field name Description User action and values Comment
Purchasing org.
Purchasing_org_1 (1000)
Purchasing Org.
Purchasing group
100 Purchasing group 200
Company Code Company_Code_1 (1000)
Expand "Item overview"
Material TRADE11 (H11)
Order quantity 100 Or any other value
Delivery date Any, in future
Plant Plant_2 (1100) Distribution Center
Storage location
Storage_Location_Shipping (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)
3. Choose Save.
4. Choose Back to return to SAP Easy Access screen.
ResultThe system creates the stock transport order. Note down the stock transport order number for further processing: _____________________________.
4.5 Delivery Due List for Purchase Orders
UseThis activity creates the deliveries for the stock transport orders.
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 ® Outbound Process ® Goods issue for Outbound Delivery ® Outbound Delivery ® Create ® Collective Processing of Documents Due for Delivery ® Purchase Orders
Transaction code VL10B
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Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)
Business role menu Warehouse Management ® Shipping ® Purchase Orders Due for Delivery
2. On the Purchase Orders, Fast Display Initial Screen, enter the following:
Field name Description User action and values Comment
Shipping Point Shipping_Point_1 (1000) (this field is optional)
Delivery Creation Date
Today’s date at minimum
CalcRuleDefltDlvCrDt
3
3. Choose the Purchase orders tab page.
4. Enter a purchasing document, for example from earlier section.
5. Choose Execute.
6. Select the purchase orders from the list, which you want to precede. Choose Create delivery in background.
If the storage location is active for Lean Warehouse Management, a picking document should be printed automatically.
7. A system message will be created “See log for information about creating deliveries”. Choose Show/hide Deliveries (Shift+F8). Note down the delivery number for further processing: _____________________________.
Result The deliveries have been created.
4.6 Picking Confirmation
UseThis activity confirms the picked quantity. Batch determination is performed automatically based on the system settings in business configuration; picking confirmation is then also confirmed automatically.
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 ® Outbound Process ® Goods
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issue for Outbound Delivery ® Outbound Delivery ® Change ® Single Document
Transaction code VL02N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)
Business role menu Warehouse Management ® Shipping
Choose tab index All Deliveries (X), select your Delivery and choose Change.
2. On the Change Outbound Delivery screen, enter the delivery document number from the earlier section and choose Enter. (Not necessary for NetWeaver Business Client.)
3. On the IntPlant Stock Dely XXX Change: Overview screen, choose the Picking tab page and make the following entries:
Field name Description User action and values Comment
Delivery quantity
The delivery quantity is overtaken from the purchase order document
Pick quantity Enter the pick quantity, for example 100
Same quantity as in stock transport purchase order
Batch(if material is handled in batches)
Enter batch Unrestricted-use batch within the supplying plant Plant_1 (1000) has to be entered manually.Can be determined using the transaction MMBE or using the F4 help.
Storage location
Storage_Location_Shipping (1030)
4. If the material is serialized: On the Change Outbound Delivery / Item overview screen, choose Extras ® serial numbers. Enter serial numbers as requested. If necessary, choose Select serial numbers (F6) to select existing serial numbers.
5. Choose Save.
6. Choose Back to return to SAP Easy Access.
ResultThe components are shipped to the receiving plant. Use the log to obtain the delivery and transfer order number.
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4.7 Posting Goods Issue
UseThis activity performs the goods issue for the outbound delivery.
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 ® Outbound Process ® Goods issue for Outbound Delivery ® Outbound Delivery ® Change ® Single Document
Transaction code VL02N
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)
Business role menu Warehouse Management ® Shipping
Choose tab index All Deliveries (X), select your Delivery and choose Change.
2. On the Change Outbound Delivery screen, enter the delivery number and choose Enter. (Not necessary for NetWeaver Business Client.)
3. On the IntPlant Stock Dely XXX Change: Overview screen, select the item, which you want to post, and then choose Post Goods Issue..
Two documents should be printed after the goods issue is posted: delivery note and bill of lading.
4. Choose Back to return to SAP Easy Access screen.
ResultThe stock is removed from the unrestricted stock and put into stock-in-transit status.
4.8 Checking Status of Stock Transfer
UseThis activity is performed to check the actual stock in transit.
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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_2 (1100) Distribution Center
Issuing Plant Plant_1 (1000) Production Plant
Stock Transfer Orders
Indicator set Set the flag for ‘Stock Transfer Orders’
3. Choose Execute. On the Display Stock in Transit screen, you get an overview of the material and of the stock transfer orders, which are currently in transit. This concerns all the material that has left the supplying plant and has not yet reached the receiving plant
ResultThe materials you issued are in stock in transit status.
4.9 Creating Billing Document
UseBilling Document is created to send a Commercial Invoice to the customer. It will also update the corresponding G/L Accounts.
Prerequisites Goods issue should be posted for the delivery document.
Procedure
1. Access the transaction choosing one of the following navigation options:
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Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics ® Sales and distribution ® Billing ® Billing document ® Create
Transaction code VF01
Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role
Business role SAP_AIO_SALESPERSON-S (Customer Service)
Business role menu Accounts Receivable ® Billing ® Create Billing Document
2. On the Create Billing Document screen, make the following entries:
Field name Description User action and values Comment
Billing Type Pull down and choose the
Billing Document type :
Excise Invoice India(JEX)
Billing Date
Serv.rendered
Pricing date
Document Enter the Delivery document number created in chapter 3
Delivery document number
3. Choose Enter.
4. On the Excise Invoice India ( JEX) Create : Overview of Billing items screen, make the following entries:
Field name Description User action and values Comment
Excise Invoice India
Defaulted
Payer Defaulted
Billing date Defaulted
Net Value Defaulted
Item Defaulted
Description Defaulted
Invoiced Quantity
Defaulted
Sales Unit Defaulted
Net value Defaulted
Material Defaulted
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Cost Defaulted
5. Choose the item and choose Item Pricing Condition.
6. On the Excise Invoice India ( JEX) Create : Item Data screen, choose the Conditions tab to check the following entries:
Field name Description User action and values Comment
CnTy P101
Name Defaulted
Amount Defaulted
Crcy Defaulted
Per Defaulted
UoM Defaulted
Condition Value
Defaulted
Check the correctness of Excise duty and Taxes Choose Enter Icon
7. Choose Save.
Result The billing document is created.
4.10 Creating Excise Invoice
UseExcise Invoice is a legal document to be submitted to the Excise Authorities.
Prerequisites Post Goods Issue should be completed for the delivery.
Billing document created.
Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu SAP User menu ® Indirect Taxes ® Sales / Outbound Movements ® Excise Invoice ® For Sales Order ®
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Outgoing Excise Invoice Create
Transaction code J1IIN
Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role
Business role SAP_BPR_IN_EXCISECLERK
Business role menu CIN ® Excise Transactions ® Outgoing Excise invoice create/change/display
2. On the Create Excise Invoice for Factory Sale screen, choose Create Billing and then make the following entries:
Field name Description User action and values Comment
Billing Document
Document with reference to which Excise Invoice is to be made
Enter the Billing document number created in chapter no.5
Billing document
Posting Date The date on which Excise posting is to be made
Enter Today’s Date
3. Choose Enter.
4. On the Create Excise Invoice for Factory Sale screen, make the following entries:
Field name Description User action and values Comment
Excise Group 21
Series Group 10
Excise Duty will be utilized periodically.
5. Choose Save.
Result System will give a message Excise Invoice generated: Modvat database updated.
4.11 Printing Excise Invoice
UseExcise Document is a legal document, which will be sent to the customer together with the goods.
Prerequisites Condition record for Output
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If the Output type is not assigned, go to VF02 and then do the following operation:
1. On the Change Billing Document screen, enter the billing document created before.
2. Choose Enter.
3. Choose from the menu Goto ® Header ® Output.
4. On the Excise invoice India XXX (JEX) Change: Output screen, enter J1I0 in the field of Output Type, select Print Output from the medium drop list and enter BP in the field of Partner Functions.
5. Choose Save.
6. On the Excise invoice India XXX (JEX) Change: Output screen, enter LOCL in the field of Logical destination.
7. Select the checkbox of Print Immediately.
8. Choose back and Save.
Procedure1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu SAP User menu ® Indirect Taxes ® Sales / Outbound Movements ® Excise Invoice ® For Sales Order ® Print
Transaction code J1IP
Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role
Business role SAP_BPR_IN_EXCISECLERK
Business role menu CIN ® Excise Transactions ® Excise invoice print
2. On the Printout of Excise Invoices screen, make the following entries:
Field name Description User action and values Comment
Excise Invoice Enter the Excise Invoice number created in chapter no.5 (To get this go to Transaction Code: J1I7. in the screen give the values as follows: Excise group: 10, choose Radio Button Part 1 and 2 posted and execute. The resulting screen will give you the Excise Invoice number against the Invoice number, which you have created)
Excise Year current Excise year
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Excise Invoice Date
Series Group 10
Plant
Output Type J1I0
Printer
Include Printed Excise Invoice
Choose on the Execute Icon or Press F8
In the resulting screen, choose the Excise invoice and choose on Printer Icon
3. Choose Execute.
4. On the Printout of Excise Invoices screen, choose the created excise invoice and choose Print.
Result Excise Invoice 1XXXXXXXXX Printed.
4.12 Receipt of Transferred Materials
UseGoods are received from the supplying plant as a result of a Stock Transport Order at the receiving plant. A goods movement is entered into the system referencing this STO and a goods receipt material document is posted.
Prerequisites Stock Transport Order
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 Receipt for Purchase Order
Transaction code MIGO
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Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role
Business role SAP_AIO_WAREHOUSESPECIALIST-S (Warehouse Specialist)
Business role menu Warehouse Management ® Receiving ® Other Goods Movement
2. On the Goods Receipt Purchase Order screen, make the following entries:
Field name Description User action and values Comment
Goods Receipt
Goods Receipt Choose from dropdown list for action
Outbound Delivery
Outbound Delivery Enter the Outbound Delivery number created earlier
Movement Type
101 Default
Choose Enter
Document Date
Document Date Enter document date
Delivery Note in Header Delivery note Number
Supplying plant
Supplying plant Defaulted from Outbound Delivery
Grayed out
Posting Date Posting date Enter posting date
Bill of lading Bill of lading Enter bill of lading
Header text Header text Enter header text
Close Header Detail data to enlarge the Detail data.
Choose Material tab at Detailed Data.
Material Material tab Defaulted from stock transport order
Grayed out
Choose Quantity tab in Detail data.
Qty in unit of entry
Quantity in unit of entry Enter the quantity you have received from supplying plant
Qty in delivery note
Quantity in delivery note Enter the quantity as per Invoice / delivery
Choose Where tab in Detail data.
Movement type
Movement type Defaulted from header screen
Stock type Stock type Defaulted from material
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master
Plant Plant Defaulted from Outbound Delivery
1100
Storage location
Storage location Defaulted from Stock Transport Order if entered
1130
Goods Recipient
Goods Recipient Enter the name of person who received goods
Unloading point
Unloading point
Text Text Enter the text if required
Choose Purchase Order tab in Detail data.
Purchase Order
Purchase Order Defaulted from header data Grayed out
Del. completed ind.
Delivery completion indicator
Defaulted by system if PO Qty = GR Qty
Choose Partner tab in Detail data.
Vendor Vendor name Greyed out
Choose Batch tab in Detail data.
This tab will come only if material is managed in batches.
Proceed with the following steps if material is batch managed only.
Batch Batch number Enter batch number if externally maintained by you or system will allocate batch number
B1
Vendor batch Vendor batch Enter incoming batch number for reference
Choose Classification pushbutton, system will take to new screen Classification.
Enter the production date against field Char: production date and press Next screen (F8) icon to continue.
3. Choose the checkbox Item OK, after entering all the data.
System will issue the following error message:
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Enter Excise Invoice number and Excise Invoice Date
Close the error message and proceed further.
4. On the Excise Invoice tab at Header Data make the following entries.
Field name Description User action and values Comment
Create RG23D Entry
Create RG23D Entry on Excise Action
Choose Create RG23D Entry from dropdown list
Defaulted
Excise Group Excise Group Defaulted by the system
Excise Invoice Excise invoice Enter the Excise Invoice number created in chapter no. 6
Enter Correct invoice Number , other value will flow
Excise Inv. Date
Excise Invoice Date Enter the excise invoice date
BED Basic Excise Duty Defaulted from Outbound Delivery
Greyed out
ECESS Education Cess Defaulted from Outbound Delivery
Greyed out
Close Header Detail data to enlarge the Detail data.
Choose Excise Item tab at Detailed Data (at the last).
Chapter ID Chapter ID of material Defaulted by the system
No action required
EI Quantity Excise Invoice Quantity Defaulted by the system from Goods Receipt quantity
Base Value Base value of material Defaulted by the system
BED Basic Excise Duty Defaulted by the system
ECESS Education Cess Defaulted from System
All other information is defaulted by the system. Hence, no action required by the user.
5. Choose Check at the top of screen.Tip: If a warning message appears, which states that Document flow for delivery cannot be updated you can ignore this message.
6. Choose Post push button to post the document.
Result Material document posted
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Example Material document 50000000XX posted.
5 Appendix
5.1 Reversal of Process StepsMRP run
Transaction code ( SAP GUI) MD04
Reversal: Run MRP again
Transaction code ( SAP GUI) MD04
Business role Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S)
Business role menu Production Planning ® MRP ® Stock/Requirements List – Individual Display
Comment Either run the complete MRP again or only for the selected material
Create Stock Transport Order from Purchase Requisition
Transaction code ( SAP GUI) ME57
Reversal: Change Purchase requisition
Transaction code ( SAP GUI) ME52N
Business role Employee (Professional User) (SAP_BPR_EMPLOYEE-S)
Business role menu Purchasing ® Purchase Requisitions ® Change Purchase Requisitions
Comment Set deletion flag for purchase requisition item line
Change Stock Transport Order
Transaction code ( SAP GUI) ME22N
Reversal: Change Stock Transport Order
Transaction code ( SAP GUI) ME22N
Business role Buyer (SAP_BPR_PURCHASER-S)
Business role menu Purchasing ® Purchase Orders ® Change Purchase Order
Comment Go to the header, choose the item(s) and choose delete.
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Save the purchase order.
Create Stock Transport Order manually
Transaction code ( SAP GUI) ME21N
Reversal: Change Stock Transport Order
Transaction code ( SAP GUI) ME22N
Business role Buyer (SAP_BPR_PURCHASER-S)
Business role menu Purchasing ® Purchase Orders ® Change Purchase Order
Comment Go to the header, choose the item(s) and choose delete. Save the purchase order.
Create Outbound Delivery for Stock Transport Order
Transaction code ( SAP GUI) VL10B
Reversal: Change delivery
Transaction code ( SAP GUI) VL02N
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)
Business role menu Warehouse Management ® Shipping
Comment Delete delivery
Pick Outbound Delivery
Transaction code ( SAP GUI) VL02N
Reversal: Change delivery
Transaction code ( SAP GUI) VL02N
Business role Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)
Business role menu Warehouse Management ® Shipping
Comment Adapt quantities
Post Goods Issue for Stock Transfer Order
Transaction code ( SAP GUI) MIGO
Reversal: Cancel material document
Transaction code ( SAP GUI) MBST
Comment Use material document number
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Check Status of Stock Transfer
Transaction code ( SAP GUI) MB5T
Reversal: -none-
Transaction code ( SAP GUI) -none-
Business role -none-
Business role menu -none-
Comment -none-
Post Goods Receipt for Stock Transport Order
Transaction code ( SAP GUI) MIGO
Reversal: Cancel material document
Transaction code ( SAP GUI) MBST
Comment Use material document number
5.2 SAP ERP Reports
UseThe 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 BPP 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.
ReportsReport title Transaction code Comment
Material Documents MB51 A list of the material documents, which were posted for one or more materials.
Warehouse Stock MB52 A List of the warehouse stock is displayed
Stock Overview MMBE A list of stock is displayed.
Outbound delivery Monitor VL06O Monitor for collective processing of
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Report title Transaction code Comment
deliveries and for obtaining information on general shipping processing.
Execute Report KE30 A report concerning Plan/Actual Activities.
5.3 Used Forms
UseIn some of the activities of this business process, forms were used. The tables below provides details on these forms.
5.3.1 ProcurementCommon form name
Form type Used in process step Output type
Technical name
Purchase Order Smart Form
Step 4 NEU /SMBA0/AA_MMPO
5.3.2 Goods MovementsCommon form name
Form type Used in process step Output type
Technical name
Goods Receipt (individual slip)
SmartForm Step 4 WE01 ZAA_MMGR1
Goods Receipt (individual slip with inspection text)
SmartForm Step 4 WE02 ZAA_MMGR2
Goods Receipt (collective slip)
SmartForm Step 4 WE03 ZAA_MMGR3
Goods Issue (individual slip)
SmartForm Step 4 WA01 ZAA_MMGI1
Goods Issue (individual slip with inspection text)
SmartForm Step 4 WA02 ZAA_MMGI2
Goods Issue (collective slip)
SmartForm Step 4 WA03 ZAA_MMGI3
5.3.3 Delivery
Common form name
Form type Used in process step
Output type
Technical name
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Delivery Note SmartForm Step 4 LD00 /SMBA0/AA_SDDLN
Bill of Lading (without transportation)
SmartForm Step 4 ZBL1 /SMBA0/AA_SDBLD
Optional: Picking document
SmartForm Step 4 -none- LVSTAEINZEL
5.4 Frequently Asked Questions
Questions Answers
Can I add special instructions to the purchase order?
Yes.
Is it possible to use bar code 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.
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