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Stock Transfer/Transfer Posting

Stock Transfer/Transfer Posting

SAP AG

SAP AG

TAMM10 4.0B

25-1

Stock Transfer/Transfer Posting: Objectives


At the conclusion of this unit, you will be
familiar with:
The difference between logical and
physical movements
The different options of stock transfer
between plants and storage locations
Transferring stock between plants and
storage locations and displaying a
stock overview

SAP AG

SAP AG

TAMM10 4.0B

25-2

Stock Transfer/Transfer Posting: Objectives


At the conclusion of this unit, you will
be able to:
Enter a stock transfer in Materials
Management with reference to a purchase
order
Execute logical goods movements, such as
the release of stock in quality inspection or
blocked stock

SAP AG

SAP AG

TAMM10 4.0B

25-3

Stock Transfer Types


Stock transfers

Plant
to
plant

Stock transfer

Storage location
to
storage location
Material
to
material

Stock transfers

Transfer Posting

Quality inspec.
inspec.
to
unres.-use
unres.-use stock

Consignment
to
Warehouse

Transfer posting

Physical goods movement

Stock transfers can have one or


two steps or be related to a
stock transport order.

Change of stock type, batch


number or material number

A physical movement may


occur in addition.
R

SAP AG

Unlike stock transfers, transfer postings do not usually involve a physical goods movement, but a
change in stock type, batch number, or material number.
Examples of transfer postings are: release from quality inspection or transfer from consignment material
to your companys own stocks.
The system creates a material document so that the transaction can be entered. Documents in Financial
Accounting (FI, CO, CO-PC) are only created if valuation is changed (for example, plant to plant).
You can also carry out stock transfers with reference to the purchase order. The complete procedure is
dealt with in course LO925.

SAP AG

TAMM10 4.0B

25-4

Stock Transfers/Transfer Postings: Business


Scenario
In the system, your enterprise carries out

stock transfers between different plants in


two steps, because your plants are all
situated far apart from each other. Within a
plant, however, stock transfers from one
storage location to another are entered in
the system in one step, as both storage
locations are in the same factory.

SAP AG

SAP AG

TAMM10 4.0B

25-5

Stock Transfer/Transfer Posting


001
001
0001
0001

001
001
0002
0002

0001
0001

Company code

0002
0002

Company code

Plant 0001

Plant 0002

Warehouse 0002
Warehouse 0001
R

SAP AG

Transfer postings can be carried out at three different levels:


- transfer posting from company code to company code
transfer posting from plant to plant
transfer posting from storage location to storage location
A stock transfer consists of a goods issue from the sending point and a goods receipt in the receiving
point. You can post stock transfers in one step or in two steps.

SAP AG

TAMM10 4.0B

25-6

Storage Location to Storage Location One-step Procedure

Storage location 0001

Storage location 0002

Unrestricted-use
stock

Unrestricted-use
stock

B
B

B
B

SAP AG

A stock transfer from one storage location to another is carried out within one plant. As the material
being transferred in the same plant, and is managed with the same valuation data as before, the transfer
is not valuated.
You can also carry out stock transfers at storage location level using the two-step procedure.

SAP AG

TAMM10 4.0B

25-7

Plant to Plant - Two-step Procedure

Plant 0001

Plant 0002
in stock transfer
B

Unrestricted-use
stock

B
B

B C

Unrestricted-use
stock

B
B
A

B C
R

SAP AG

The advantage of the one-step procedure is that you enter the stock transfer in a single transaction.
If you use the two-step procedure, you can monitor stocks while they are in transit. Once you have
posted the goods issue from the issuing point, the stock is located in stock transfer at the receiving
point, and is managed as such in the system.

SAP AG

TAMM10 4.0B

25-8

Two-step Transfer with


Stock Transport Order

Plant 2

Plant 1

Pur.order
1
2

Unrestricteduse stock
B
B
B
A

Goods receipt
for purchase order

Unrestricteduse stock

Stock in transit
B
B
B
A

Goods issue
C

B
B
B
A

SAP AG

Prior to Release 4.0, you had to use the 2-step procedure to carry out a stock transfer using a stock
transport order.

SAP AG

TAMM10 4.0B

25-9

One-step Stock Transfer with Stock Transport


Order

Plant 2

Plant 1

Pur. order
1
2

Unrestricteduse stock
B
B
B
A

Goods receipt
for
purchase order

Unrestricteduse stock
Goods issue

B
B
B
A

SAP AG

As of Release 4.0, you can carry out stock transfers with reference to a stock transport order using the
one step procedure as an alternative to the two-step procedure. This procedure does not involve stock in
transit, and materials are posted directly to unrestricted-use stock in the receiving plant.

SAP AG

TAMM10 4.0B

25-10

Material to Material

Material

1994
1996
1996
1996

"New wine"

Material

Old wine"

SAP AG

A transfer posting from material to material requires that both materials are managed in the same unit of
measure.
A transfer posting from material to material may be necessary when a material changes over time, for
example. It may then no longer correspond with the characteristics defined in the material master
record, but with those of another material master number. This is often the case in the chemical and
pharmaceuticals industry.

SAP AG

TAMM10 4.0B

25-11

Stock Data: Goods Movements


Inward movements
Unrestricted-use
stock

Stock in quality
inspection

B
B

Blocked
stock

B
B

B
B

Scrapping/Inspection sample

Withdrawals

SAP AG

At goods receipt, you decide on the stock type you want to use to post a quantity.
You can only post withdrawals for consumption from unrestricted-use stock.

SAP AG

TAMM10 4.0B

25-12

Stock Types: Transfer Postings


Stock in quality
inspection

Unrestricted-use
stock

B
B

Blocked stock

B
B

Consignment
stock
B
B

SAP AG

If a materials usability changes, transfer postings are carried out between the different stock types.

SAP AG

TAMM10 4.0B

25-13

Stock Transfers/Transfer Postings: Summary


Stock transfers are physical goods
movements. They can be effected in a
one-step or two-step procedure.
Transfer postings do not involve a
physical goods movement as a rule.
Changes include the stock type or
material number, for instance.

SAP AG

SAP AG

TAMM10 4.0B

25-14