SET UP STOCK TRANSPORT ORDER

Materials Management ▪ Purchasing ▪ Purchase Order ▪ Set Up Stock Transport Order

Contents
DEFINE SHIPPING DATA FOR PLANTS ........................................................................................... Error! Bookmark not defined.
CREATE CHECKING RULE .............................................................................................................. Error! Bookmark not defined.
DEFINE CHECKING RULE ............................................................................................................... Error! Bookmark not defined.
ASSIGN DELIVERY TYPE AND CHECKING RULE .............................................................................. Error! Bookmark not defined.
ASSIGN DOCUMENT TYPE, ONE-STEP PROCEDURE, UNDERDELIVERY TOLERANCE ................................................................... 6
RESTRICTIONS FOR THE INDUSTRY SOLUTION FOR DEFENSE FORCES & PUBLIC SECURITY (Information Purposes only) ......... 7
SET UP STOCK TRANSFER BETWEEN STORAGE LOCATIONS (Node) ........................................................................................... 8
ACTIVATE STOCK TRANSFER BETWEEN STORAGE LOCATIONS ............................................................................................... 8
ASSIGN DELIVERY TYPE AND CHECKING RULE ACCORDING TO STORAGE LOCATION ............................................................ 9
BUSINESS ADD-IN FOR DETERMINATION OF ISSUING STORAGE LOCATION ........................................................................ 10
Documentation on BAdI method GET_SUPPLYING_SL ..................................................................................................... 11
Documentation on BAdI method GET_PLIFZ .................................................................................................................... 12
DEFINE SHIPPING DATA FOR STOCK TRANSFERS BETWEEN STORAGE LOCATIONS ............................................................. 13
SET UP STORAGE-LOCATION-DEPENDENT SHIPPING POINT DETERMINATION (Node) ........................................................ 14
Define Rule For Determination Of Shipping Point ............................................................................................................ 14
Assign Shipping Points According To Storage Location .................................................................................................... 15
OVERVIEW
This document describes the aspects that are to be considered while converting the Batch Level in SAP from Plant to Material
and the approach taken for one of our clients as a case study. This document focuses on the conversion of Batch level from
Plant to Material.
OVERVIEW OF BATCH LEVEL CONCEPTS IN SAP
Overview of Batch level concepts in SAP

 Plant Level
 Material Level
 Client Level
The batch information can be maintained at the chosen level depending on the business requirements. The batch level setting
is at the system level.

Plant Level
The batch number is unique in connection with the plant and material. Business can maintain plant specific information if
batches are maintained at plant level.
If the batch is maintained at plant level, the batch information is stored in table MCHA.

Material Level
The batch number is unique in all plants in connection with the material. The same batch number has the same meaning for
the material in all plants. One batch number cannot have different specifications in different plants.
If the batch is maintained at Material level, the batch information is stored in table MCH1.

Client Level
The batch number is unique in the whole client. A batch number can only be assigned once in the client. You cannot assign
the same batch number for different materials
If the batch is maintained at client level, the batch information is stored in table MCH1
CONSIDERATIONS
The following aspects had been taken into account for the conversion.

A. Standard Solution
SAP has provided a standard program RM07CHDX for Batch level conversion. OSS note 891902 also has a few pre-
requisites that are to be taken into account when converting the batch level from Plant to Material.

B. Stocks
What do we do with the stocks?
This is the most challenging part of the conversion. If a particular material is not batch managed across all the plants
and stock exists for the material in the plants in which it is not batch managed, then the stocks are to be removed
from such plants.
Example

Material Plant Batch Qty

231 0001 ABC1 100
231 0002 ——- 10

We have to remove the stocks of material 231 from plant 0002 prior to the conversion.
If stocks are Inventory managed, ensure the entire ‘Inventory’ is managed in Batches. If stocks are Ware house
managed, ensure all the ‘Quants’ are managed in batches. This is a pre-requisite for the standard conversion
program.

C. Batches.
If Batches exist across plants for a material, then the duplicate batches have to be archived so that the standard
program is able to map each entry from the table MCHA to a unique record in MCH1.
Batch management flag has to be activated in all the plants for the materials that have existing batches. If there are
any open documents in systems, this will not allow activating the batch management flag in material master. As a
pre requisite we need to close all the open documents to activate batch management flag (Open documents –
Purchase Oder, Sales order, Delivery Note, Ware house Transfer order etc.)
Example
In the below mentioned scenario, we have to close all the open documents to activate batch management flag in
the material master.

Material Plant Batch Qty

231 0001 ABC1 100
231 0002 ——- 10
CASE STUDY
Given the above aspects, the following conclusions were drawn:

 Stocks – All the materials in all the plants were subject to batch management as per the business design of our
client. This proved to be the biggest relief, as we don’t have to deal with unloading/loading of stocks and closing
open documents. There were some inconsistencies though in the master data management, but nothing a little
LSMW script couldn’t fix as all the inconsistent materials were unused.

 Batch master archiving – Our client did have a lot of batches; in fact the number is about a few millions. So archiving
a select few and leaving a single batch master record per material/batch seemed a tough task.,
Example:

Material Plant Batch Batch creation date

231 0001 ABC1 01/01/2008
231 0002 ABC1 01/02/2008
232 0003 BAC1 05/06/2008
The standard SAP Program RM07CHDX needs either Serial number 1 or 2 to be archived from MCHA table. This
depends on which plant we need to keep as reference plant.

The flow diagram of the standard SAP program is as shown below:

It was decided in consent with the business team that the batch master record with the earliest creation date should be
picked in case multiple batches exist for the material in different plants.

It was then decided leverage the standard program to adapt to pick the batch with the earliest creation date as shown
below. This would save the tedious job of archiving select few.
ASSIGN DOCUMENT TYPE, ONE-STEP PROCEDURE, UNDERDELIVERY TOLERANCE
VV_T161W_VF

In this step, you define which document type is to be used for a certain combination of supplying plant and receiving plant.

 If the supplying and receiving plants belong to the same company code, choose the document type 'UB' or a
comparable document type of your own. A physical stock transfer is then carried out without a billing document.
Note
If you use your own document types for purchase orders, you should ensure that 'T' (for transport) is entered in the 'Control'
field for the relevant document type in Customizing for Purchasing under <Purchasing Object> -> Define Document Types.

 If the supplying and receiving plants belong to different company codes, choose the document type 'NB' or a
comparable document type of your own. A physical stock transfer is then carried out with delivery and billing
document.
Note
If you use your own document types for purchase orders, you should ensure that the 'Control' field is empty for the relevant
document type in Customizing for Purchasing under <Purchasing Object> -> Define Document Types.
If the end user chooses a different document type than the one specified in Customizing, he or she will receive a warning
message. This message can be redefined as a user-specific error message.
Depending on the supplying and issuing plants, you can also specify whether or not the stock transfer is to be executed
according to the one-step procedure. With the one-step-procedure, the goods receipt in the receiving plant is posted at the
same time as the goods issue in the issuing plant.
RESTRICTIONS FOR THE INDUSTRY SOLUTION FOR DEFENSE FORCES & PUBLIC
SECURITY (Information Purposes only)
Use
The purpose of the Structures Workbench is to provide one user interface for maintaining the complete organizational
structure, which forms the basis for the operational logistics processes, among other things. To avoid distributing the
maintenance of the organizational structures to the development and production systems, do not create selected
Customizing objects separately in the development system and then transport them to the production system. Instead, create
or change them directly in the production system in the Structures Workbench. For this purpose, these objects must not be
overwritten by standard Customizing transports. Master data must either be created automatically (goods recipient) or
generated automatically with corresponding reference data by means of mass processing (material master).
This affects the following IMG activities:

 Maintain Storage Location

 Assign Shipping Point to Plant
 Define MRP Controllers
 Define MRP Areas
 Create Purchasing Groups
 Define, Copy, Delete, Check Shipping Point
 Assign Shipping Points
 Assign Shipping Point to Storage Location
SET UP STOCK TRANSFER BETWEEN STORAGE LOCATIONS (Node)

ACTIVATE STOCK TRANSFER BETWEEN STORAGE LOCATIONS

V_TCURM_SUPPSLOC

Use
This switch enables you to specify whether you wish to use the function of the issuing storage location in stock transport
orders and stock transport scheduling agreements.
Standard settings
In the standard system, this function is not active.
Note that problems are liable to arise if you have entered documents with the switch activated and you subsequently
deactivate the function.
Activities
Check whether you wish to use the issuing storage location in stock transport orders and maintain the indicator accordingly.
Make the settings in the following Customizing activities:

 Check whether the assignment between delivery type and checking rule has to be maintained on a storage-location-
specific basis. You can make the relevant settings under the menu option "Assign Delivery Type and Checking Rule
According to Storage Location".
 Maintain an implementation for the Business Add-In for determining the supplying plant and the issuing storage
location if you wish to control the issuing storage location differently than is the case with the standard values.
 Maintain the Storage-Location-Dependent Shipping Data for stock transfers between storage locations.
 Set up the Shipping Point Determination According to Storage Location if necessary.
ASSIGN DELIVERY TYPE AND CHECKING RULE ACCORDING TO STORAGE LOCATION
V_161VN

Use
In this workstep, you specify whether a delivery is to be created in the case of a purchase order with a certain combination
of supplying plant, issuing storage location, and document type. In addition, you can specify which type of delivery is to be
used.
The delivery type determines how a delivery is processed in Logistics Execution. In the standard system, the delivery type 'NL'
is used for stock transfers without a billing document, and delivery type 'NLCC' for stock transfers with intercompany billing.
Requirements
For a stock transfer between storage locations, you must maintain the relevant switch in Customizing under the menu option
"Activate Stock Transfer Between Storage locations".
Standard settings
If there is no storage-location-dependent data, no settings need be made here. In this case, the system takes the settings
under the menu option "Assign Delivery Type and Checking Rule".
Activities
Check whether storage-location-dependent settings are necessary for stock transfers in your business process. If so, maintain
the necessary entries.
BUSINESS ADD-IN FOR DETERMINATION OF ISSUING STORAGE LOCATION
S_ALN_01002254

Use
You can use this Business Add-In (BAdI) to control the determination of the issuing storage location during stock transfer
processing.
The BAdI is used in the following components:
Material requirements planning (PP-MRP)
The BAdI runs both for manual creation of externally procured planned orders, and in the MRP during creation of stock
transfer procurement proposals.
Purchasing (MM-PUR)
The BAdI runs as part of the source determination for purchase requisitions and during purchasing.
Standard settings

 The Business Add-In is not active in the standard.

 The Business Add-In cannot be used multiple times.
Example
Sample coding is stored.
Further notes
Documentation on BAdI method GET_SUPPLYING_SL
Documentation on BAdI method GET_PLIFZ
Documentation on BAdI method GET_SUPPLYING_SL
Determination of Supplying Storage Location
Functionality
You can use this method to determine an issuing plant and an issuing storage location during creation of stock transfer
procurement proposals within material requirements planning, and during manual creation of externally procured planned
orders, purchase requisitions or purchase orders.
In material requirements planning, this method is only used for stock transfers.
Depending on the call point, there are also slightly deviating possibilities for results handling. During source determination
and during MRP, you can define both the issuing plant and the issuing storage location.
During ordering, the issuing plant must already be entered in the document header. Determination of a deviating issuing
plant therefore leads to a warning message but not to a change in the new plant.
Result
If the issuing storage location and the issuing plant are to be transferred then you must set parameters E_PERFORMED and
E_FOUND. The issuing storage location is only transferred together with the issuing plant.
E_PERFORMED = 'X' means that the BAdI is to run for the material.
E_FOUND = 'X' means that an issuing plant or storage location has been found.
The values are only transferred if both parameters are set.
Parameters
The following parameters are transferred:

I_WERKS receiving plant

I_LGORT receiving storage location
I_MATNR material number
I_DATE delivery date
I_SOBSL special procurement type
I_WERKS_SRC supplying plant
I_SOBKZ special stock indicator
I_DBSKZ direct procurement indicator
I_VRPLA indicator: Forecast without final assembly
I_KDAUF sales order number
I_KDPOS item number in sales order
I_PSPEL WBS element
E_WERKS issuing plant
E_LGORT issuing storage location
E_PERFORMED BAdI has run
E_FOUND issuing storage location/storage plant was determined

Notes

 Check within the method whether the issuing storage location that was determined exists and whether the material
is mainained in the issuing plant or MRP area.
 In the Customizing for the special procurement type, you can store a text in the field 'Additional Info for BAdI'
(T460A-ADDIN) which can be used to determine the issuing storage location in this method. To do this, the system
has to read the special procurement type of the material and valuate the field T460A-ADDIN.
 The special procurement type is not given during manual creation of purchase requisitions or purchase orders and
theredore does not have to be read.

Additional Information on BAdI MD_EXT_SUP

Definition

 Gives an additional parameter to the special procurement type for Business Add-Ins (BAdIs).
Use

 You can enter any additional information on the special procurement key in this field. The system can then evaluate
this information during stock transfer in method GET_SUPPLYING_SL (determination of issuing plant/storage
location) of BAdI MD_EXT_SUP (Definition: external determination of the requirement coverer) in order to
determine an issuing location.
 This can be, for example, an indicator or a storage location or MRP area.

Documentation on BAdI method GET_PLIFZ

Determination of Planned Delivery Time
Functionality
This method can be used to determine the planned delivery time when stock transport order proposals are created within
MRP and when purchase requisitions or purchase orders are created manually.
Result
If the parameter E_FOUND is set to 'X', the planned delivery time in the parameter E_PLIFZ replaces the current determined
planned delivery time.
Parameters
The following parameters are transferred:

I_WERKS Receiving Plant

I_LGORT Receiving Storage Location
I_MATNR Material Number
I_DATE Requirements Date
I_SOBSL Special Procurement Key (in MRP)
I_WERKS_SRC Supplying Plant
E_PLIFZ Planned Delivery Time in Days
E_FOUND Planned Delivery Time Found
DEFINE SHIPPING DATA FOR STOCK TRANSFERS BETWEEN STORAGE LOCATIONS
S_ALN_01002255

Define Shipping Data for Stock Transfers Between Storage Loc

Use

 In this IMG activity, you can set up the shipping data for delivery processing in the case of a stock transport order
covering a stock transfer between two storage locations.
 The data is as follows:
1. Sales organization
2. Distribution channel
3. Division
4. Goods recipient
The system derives the necessary data for a delivery from the storage locations involved in the process.
The sales area data is derived from the issuing storage location (sales organization, distribution channel, and division). The
goods recipient is derived from the receiving storage location.
Requirements
This data is only needed and evaluated if the stock transfer process involves a stock transport order in which the issuing
storage location has been predefined. In addition, a delivery type must have been defined in the IMG activity "Define Stock
Transport Order" for the document type used and the supplying plant. If you also wish to make these settings in dependence
on the issuing storage location, choose the menu option "Assign Delivery Type and Checking Rule According to Storage
Location"
SET UP STORAGE-LOCATION-DEPENDENT SHIPPING POINT DETERMINATION (Node)
Define Rule For Determination Of Shipping Point
S_ALN_01002215

Use
This menu option enables you to define for each delivery type whether the shipping point is to be determined solely from
the combination of plant, loading group, and shipping condition, or whether the storage location is additionally to be included
in the determination process (storage-location-dependent shipping point determination).
Requirements
You can use storage-location-dependent shipping point determination only for order-related deliveries and replenishment
deliveries with refrence to a stock transport order.
Standard settings
If you do not make any settings here, the shipping point will be determined without taking the storage location into account.
Activities
1. Check the business processes in which you wish to determine the shipping point according to plant and those in
which the storage location is additionally to be taken into account during the determination process.
2. Maintain the corresponding determination rule for the delivery types for which you wish to use storage-location-
dependent shipping point determination.
Example
Storage-location-dependent shipping point determination can sensibly be used in the scenario "stock transfer between
storage locations", for example.
Assign Shipping Points According To Storage Location
S_ALN_01002216

Use
This menu option enables you to assign the shipping points to the desired combinations of plant, storage location, shipping
condition and loading group.
Requirements
Before you can assign the shipping points, you must previously have defined plants, storage locations, shipping points,
shipping conditions, and loading groups.
Information on this is available under the following menu options:

 You define plants as organizational units of logistics under the menu option "Create Plant".
 You can create storage locations during Maintenance of Organizational Units of materials management.
 You define shipping points as organizational units of the Logistics Execution component under the menu option
"Create Shipping Point".
Note also that you must assign the shipping points to at least one plant. You can make this setting under the menu option
"Assign Shipping Points".
Storage-location-dependent shipping point determination is only carried out if the corresponding determination rule has
been defined for the delivery type. You can make this setting under the menu option " Define Rule for Determination of
Shipping Point".
Standard settings
If you do not wish to use the storage-location-dependent shipping point determination facility, you need not make any entries
here.
Activities
1. Check how the shipping points are to be assigned to the shipping conditions and loading groups within a plant and
for a certain storage location.
2. Make the assignment for the individual plants and storage locations.
DEFINE REQUIREMENT PROFILE
S_AC0_52000777

Use
In this IMG activity you can define the requirement profile for a stock transport order. You enter the name of the requirement
profile in the SAP APO system as a requirement profile of the ERP Systems.
The control of the requirement profile takes place in the SAP APO system in Customizing under SAP Advanced Planner and
Optimizer (SAP APO) -> Global Available to Promise (Global ATP) -> General Settings -> Maintain Requirement Profile.
ACTIVATE AUTOMATIC DELIVERY CREATION AND CRM BILLING
/SPE/V_T161V

Use
In this IMG activity, you can activate the automatic creation of replenishment deliveries and CRM Billing for stock transport
orders.
Requirements

 You must use SAP CRM to execute CRM Billing.

 When you create an inbound delivery from an outbound delivery in SPM, you must define a new document type in
Customizing for Materials Management, by choosing Purchasing -> Purchase Order -> Define Document Type. You
may copy the document type Stock transport order ('UB'), but you must set the Vendor indicator, to ensure that the
intra-company stock transport order copies the values from the vendor information record. This, in turn, ensures
that the Confirmation Control field in the stock transport order is set to Inbound delivery ('0004').
Activities
If you want to create a replenishment delivery immediately after creation of the stock transport order, set the Auto Delv.
indicator. This does not apply for purchase orders that are not yet released and on hold.
If billing is required in CRM Billing (for example, for cross-company and cross-border stock transfers), set the CRM Bill
indicator.
Further notes

 If you use this function the system does not perform an availability (ATP) check when it creates the delivery. It
assumes that the availability has already been checked during stock transport order processing.
 The route is determined in Extended Warehouse Management (SAP EWM) only if the automatic creation of
replenishment deliveries is active.
ACTIVATE AUTOMATIC DELIVERY CREATION FOR PO TYPE AND SHIPPING POINT
/SPE/V_TDELVAUTO

Use
In this IMG activity, you can activate or deactivate the automatic creation of outbound deliveries for stock transport orders.
You can make this setting for each purchasing document type and shipping point.
Requirements
You have set the Auto Delv. indicator for the purchasing document type in Activate Automatic Delivery Creation and CRM
Billing.
Standard settings
In the standard system, the automatic creation of outbound deliveries is not active.
You can use the method Check for automatic creation of outbound deliveries to overwrite the Customizing settings.
Activities
To activate the automatic creation of outbound deliveries, enter a document type or shipping point and set the Active
indicator.
You are not required to enter a purchasing document type or shipping point. If you do not specify either, the system reads all
purchasing document types and shipping points.
The system reads the Customizing entries in the following sequence:
1. Entries with a specified purchasing document type and a specified shipping point.
2. Entries with an empty document type and a specified shipping point.
3. Entries with a specified document type and an empty shipping point.
4. Entries with an empty document type and empty shipping point.
As soon as the system finds an entry in the above sequence, it activates or deactivates automatic creation for that particular
entry in accordance with the setting in the Active field.
If automatic creation is activated and the stock transport order has been created using a Business Application Programming
Interface (BAPI) or SAP APO, the system will set the partial delivery flag to 'B'. This indicates that only one delivery (quantity
= zero) can be created for each stock transport order item.